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 4-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 | $50,643 | $189,613-73.3% | $167,512-69.8% | $142,382-64.4% |
| Participation rate | 63.6% | 80.1%-16.5pp | 77.1%-13.4pp | 80.1%-16.5pp |
| Annual return | 62.42% | 2024.68%-1962.3pp | 1615.79%-1553.4pp | 217.08%-154.7pp |
| Employer contribution / active EE | $2,471 | $4,349-43.2% | $3,882-36.3% | $4,299-42.5% |
| Participant deferral / active EE | $5,143 | $6,981-26.3% | $6,405-19.7% | $6,507-21.0% |
| Admin fee / account holder | $914 | $10,528-91.3% | $9,769-90.6% | $12,624-92.8% |