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 | $87,654 | $189,613-53.8% | $167,512-47.7% | $142,382-38.4% |
| Participation rate | 61.9% | 80.1%-18.2pp | 77.1%-15.2pp | 80.1%-18.2pp |
| Annual return | 20.41% | 2024.68%-2004.3pp | 1615.79%-1595.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,543 | $4,349-64.5% | $3,882-60.3% | $4,299-64.1% |
| Participant deferral / active EE | $2,208 | $6,981-68.4% | $6,405-65.5% | $6,507-66.1% |
| Admin fee / account holder | $722 | $10,528-93.1% | $9,769-92.6% | $12,624-94.3% |