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 4-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 | $28,082 | $60,892-53.9% | $82,389-65.9% | $84,808-66.9% |
| Participation rate | 59.2% | 63.3%-4.1pp | 69.5%-10.4pp | 68.3%-9.1pp |
| Annual return | 23.42% | 37.29%-13.9pp | 28.67%-5.2pp | 40.90%-17.5pp |
| Employer contribution / active EE | $1,995 | $1,779+12.1% | $2,517-20.7% | $2,631-24.2% |
| Participant deferral / active EE | $4,451 | $3,179+40.0% | $4,155+7.1% | $4,212+5.7% |
| Admin fee / account holder | $828 | $5,467-84.8% | $7,231-88.5% | $7,344-88.7% |