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 | $155,785 | $189,613-17.8% | $167,512-7.0% | $142,382+9.4% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 20.44% | 2024.68%-2004.2pp | 1615.79%-1595.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,467 | $4,349+2.7% | $3,882+15.1% | $4,299+3.9% |
| Participant deferral / active EE | $6,142 | $6,981-12.0% | $6,405-4.1% | $6,507-5.6% |
| Admin fee / account holder | $1,401 | $10,528-86.7% | $9,769-85.7% | $12,624-88.9% |