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 | $110,017 | $189,613-42.0% | $167,512-34.3% | $142,382-22.7% |
| Participation rate | 37.5% | 80.1%-42.6pp | 77.1%-39.6pp | 80.1%-42.6pp |
| Annual return | 17.77% | 2024.68%-2006.9pp | 1615.79%-1598.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,375 | $4,349-68.4% | $3,882-64.6% | $4,299-68.0% |
| Participant deferral / active EE | $4,610 | $6,981-34.0% | $6,405-28.0% | $6,507-29.2% |
| Admin fee / account holder | $340 | $10,528-96.8% | $9,769-96.5% | $12,624-97.3% |