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 | $174,740 | $189,613-7.8% | $167,512+4.3% | $142,382+22.7% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 11.91% | 2024.68%-2012.8pp | 1615.79%-1603.9pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,673 | $4,349-38.5% | $3,882-31.1% | $4,299-37.8% |
| Participant deferral / active EE | $7,200 | $6,981+3.1% | $6,405+12.4% | $6,507+10.6% |
| Admin fee / account holder | $26,789 | $10,528+154.5% | $9,769+174.2% | $12,624+112.2% |