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 | $179,032 | $189,613-5.6% | $167,512+6.9% | $142,382+25.7% |
| Participation rate | 44.4% | 80.1%-35.7pp | 77.1%-32.6pp | 80.1%-35.7pp |
| Annual return | 14.73% | 2024.68%-2009.9pp | 1615.79%-1601.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,446 | $4,349-66.8% | $3,882-62.7% | $4,299-66.4% |
| Participant deferral / active EE | $6,382 | $6,981-8.6% | $6,405-0.4% | $6,507-1.9% |
| Admin fee / account holder | $6,618 | $10,528-37.1% | $9,769-32.3% | $12,624-47.6% |