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 7-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 | $76,526 | $189,613-59.6% | $167,512-54.3% | $142,382-46.3% |
| Participation rate | 37.5% | 80.1%-42.6pp | 77.1%-39.6pp | 80.1%-42.6pp |
| Annual return | 15.05% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $963 | $4,349-77.9% | $3,882-75.2% | $4,299-77.6% |
| Participant deferral / active EE | $3,873 | $6,981-44.5% | $6,405-39.5% | $6,507-40.5% |
| Admin fee / account holder | $2,479 | $10,528-76.5% | $9,769-74.6% | $12,624-80.4% |