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 9-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 | $58,782 | $80,968-27.4% | $96,544-39.1% | $75,163-21.8% |
| Participation rate | 67.7% | 71.8%-4.0pp | 76.0%-8.2pp | 67.2%+0.6pp |
| Annual return | 19.58% | 27.06%-7.5pp | 25.84%-6.3pp | 160.62%-141.0pp |
| Employer contribution / active EE | $5,591 | $2,282+145.0% | $2,965+88.6% | $2,670+109.4% |
| Participant deferral / active EE | $6,781 | $3,928+72.6% | $4,851+39.8% | $4,125+64.4% |
| Admin fee / account holder | $1,174 | $6,724-82.5% | $8,252-85.8% | $5,651-79.2% |