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 | $18,401 | $189,613-90.3% | $167,512-89.0% | $142,382-87.1% |
| Participation rate | 52.4% | 80.1%-27.8pp | 77.1%-24.7pp | 80.1%-27.7pp |
| Annual return | 13.43% | 2024.68%-2011.2pp | 1615.79%-1602.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $747 | $4,349-82.8% | $3,882-80.8% | $4,299-82.6% |
| Participant deferral / active EE | $1,312 | $6,981-81.2% | $6,405-79.5% | $6,507-79.8% |
| Admin fee / account holder | $2,916 | $10,528-72.3% | $9,769-70.2% | $12,624-76.9% |