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 10-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 | $159,724 | $189,613-15.8% | $167,512-4.6% | $142,382+12.2% |
| Participation rate | 35.0% | 80.1%-45.1pp | 77.1%-42.1pp | 80.1%-45.1pp |
| Annual return | 13.96% | 2024.68%-2010.7pp | 1615.79%-1601.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,683 | $4,349-61.3% | $3,882-56.6% | $4,299-60.8% |
| Participant deferral / active EE | $4,824 | $6,981-30.9% | $6,405-24.7% | $6,507-25.9% |
| Admin fee / account holder | $2,214 | $10,528-79.0% | $9,769-77.3% | $12,624-82.5% |