See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,909 | $95,803-24.9% | $113,168-36.5% | $84,808-15.2% |
| Participation rate | 60.4% | 72.9%-12.4pp | 76.6%-16.1pp | 68.3%-7.9pp |
| Annual return | 15.98% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,328 | $2,360-1.4% | $2,975-21.8% | $2,631-11.5% |
| Participant deferral / active EE | $5,891 | $4,242+38.9% | $5,107+15.4% | $4,212+39.9% |
| Admin fee / account holder | $17,268 | $8,989+92.1% | $12,068+43.1% | $7,344+135.1% |