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 9-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 | $26,973 | $189,613-85.8% | $167,512-83.9% | $142,382-81.1% |
| Participation rate | 34.8% | 80.1%-45.4pp | 77.1%-42.3pp | 80.1%-45.3pp |
| Annual return | 15.53% | 2024.68%-2009.1pp | 1615.79%-1600.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $629 | $4,349-85.5% | $3,882-83.8% | $4,299-85.4% |
| Participant deferral / active EE | $1,611 | $6,981-76.9% | $6,405-74.9% | $6,507-75.2% |
| Admin fee / account holder | $8,069 | $10,528-23.4% | $9,769-17.4% | $12,624-36.1% |