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 | $46,945 | $80,717-41.8% | $154,803-69.7% | $84,808-44.6% |
| Participation rate | 61.1% | 66.8%-5.8pp | 78.1%-17.0pp | 68.3%-7.3pp |
| Annual return | 17.41% | 37.96%-20.5pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,504 | $2,761-45.5% | $4,305-65.1% | $2,631-42.8% |
| Participant deferral / active EE | $4,312 | $3,303+30.5% | $5,540-22.2% | $4,212+2.4% |
| Admin fee / account holder | $4,568 | $6,746-32.3% | $14,329-68.1% | $7,344-37.8% |