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 6-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 | $48,305 | $189,613-74.5% | $167,512-71.2% | $142,382-66.1% |
| Participation rate | 57.1% | 80.1%-23.0pp | 77.1%-19.9pp | 80.1%-23.0pp |
| Annual return | 18.44% | 2024.68%-2006.2pp | 1615.79%-1597.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,357 | $4,349-68.8% | $3,882-65.0% | $4,299-68.4% |
| Participant deferral / active EE | $4,256 | $6,981-39.0% | $6,405-33.5% | $6,507-34.6% |
| Admin fee / account holder | $4,351 | $10,528-58.7% | $9,769-55.5% | $12,624-65.5% |