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 5-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 | $80,184 | $189,613-57.7% | $167,512-52.1% | $142,382-43.7% |
| Participation rate | 55.6% | 80.1%-24.6pp | 77.1%-21.5pp | 80.1%-24.6pp |
| Annual return | 19.93% | 2024.68%-2004.8pp | 1615.79%-1595.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,037 | $4,349-76.2% | $3,882-73.3% | $4,299-75.9% |
| Participant deferral / active EE | $6,932 | $6,981-0.7% | $6,405+8.2% | $6,507+6.5% |
| Admin fee / account holder | $326 | $10,528-96.9% | $9,769-96.7% | $12,624-97.4% |