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 5-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 | $59,552 | $72,012-17.3% | $185,823-68.0% | $79,858-25.4% |
| Participation rate | 62.0% | 65.8%-3.8pp | 78.0%-16.0pp | 69.6%-7.6pp |
| Annual return | 14.11% | 23.12%-9.0pp | 35.95%-21.8pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,252 | $1,965+14.6% | $4,087-44.9% | $2,471-8.8% |
| Participant deferral / active EE | $3,093 | $3,779-18.1% | $5,632-45.1% | $3,740-17.3% |
| Admin fee / account holder | $6,388 | $4,513+41.6% | $9,500-32.8% | $5,306+20.4% |