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 | $49,054 | $64,324-23.7% | $118,925-58.8% | $79,858-38.6% |
| Participation rate | 65.8% | 64.9%+0.9pp | 75.4%-9.6pp | 69.6%-3.8pp |
| Annual return | 20.19% | 86.45%-66.3pp | 35.88%-15.7pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,894 | $1,836+3.1% | $3,263-42.0% | $2,471-23.4% |
| Participant deferral / active EE | $2,996 | $2,824+6.1% | $4,265-29.8% | $3,740-19.9% |
| Admin fee / account holder | $2,847 | $4,040-29.5% | $6,581-56.7% | $5,306-46.4% |