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 | $98,043 | $189,613-48.3% | $167,512-41.5% | $142,382-31.1% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 19.23% | 2024.68%-2005.5pp | 1615.79%-1596.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,915 | $4,349-56.0% | $3,882-50.7% | $4,299-55.5% |
| Participant deferral / active EE | $9,634 | $6,981+38.0% | $6,405+50.4% | $6,507+48.1% |
| Admin fee / account holder | $2,573 | $10,528-75.6% | $9,769-73.7% | $12,624-79.6% |