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 | $86,855 | $102,605-15.4% | $145,661-40.4% | $84,808+2.4% |
| Participation rate | 49.1% | 74.3%-25.2pp | 77.2%-28.2pp | 68.3%-19.3pp |
| Annual return | 15.39% | 26.50%-11.1pp | 101.46%-86.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,776 | $3,325+13.6% | $4,238-10.9% | $2,631+43.5% |
| Participant deferral / active EE | $7,036 | $5,750+22.4% | $7,198-2.3% | $4,212+67.1% |
| Admin fee / account holder | $14,706 | $8,758+67.9% | $12,466+18.0% | $7,344+100.3% |