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 | $231,063 | $189,613+21.9% | $167,512+37.9% | $142,382+62.3% |
| Participation rate | 61.5% | 80.1%-18.6pp | 77.1%-15.5pp | 80.1%-18.6pp |
| Annual return | 15.25% | 2024.68%-2009.4pp | 1615.79%-1600.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,077 | $4,349-29.2% | $3,882-20.7% | $4,299-28.4% |
| Participant deferral / active EE | $3,917 | $6,981-43.9% | $6,405-38.8% | $6,507-39.8% |
| Admin fee / account holder | $1,919 | $10,528-81.8% | $9,769-80.4% | $12,624-84.8% |