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 | $61,403 | $189,613-67.6% | $167,512-63.3% | $142,382-56.9% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 13.74% | 2024.68%-2010.9pp | 1615.79%-1602.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,133 | $4,349-51.0% | $3,882-45.1% | $4,299-50.4% |
| Participant deferral / active EE | $8,380 | $6,981+20.0% | $6,405+30.8% | $6,507+28.8% |
| Admin fee / account holder | $13,212 | $10,528+25.5% | $9,769+35.2% | $12,624+4.7% |