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 | $31,160 | $93,571-66.7% | $135,903-77.1% | $75,163-58.5% |
| Participation rate | 62.0% | 75.2%-13.2pp | 81.9%-19.9pp | 67.2%-5.2pp |
| Annual return | 21.78% | 30.90%-9.1pp | 68.23%-46.5pp | 160.62%-138.8pp |
| Employer contribution / active EE | $3,410 | $3,537-3.6% | $4,856-29.8% | $2,670+27.7% |
| Participant deferral / active EE | $5,155 | $6,404-19.5% | $7,758-33.6% | $4,125+25.0% |
| Admin fee / account holder | $1,413 | $6,975-79.7% | $10,762-86.9% | $5,651-75.0% |