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 9-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 | $44,286 | $189,613-76.6% | $167,512-73.6% | $142,382-68.9% |
| Participation rate | 63.6% | 80.1%-16.5pp | 77.1%-13.4pp | 80.1%-16.5pp |
| Annual return | 17.78% | 2024.68%-2006.9pp | 1615.79%-1598.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,525 | $4,349-41.9% | $3,882-34.9% | $4,299-41.3% |
| Participant deferral / active EE | $2,805 | $6,981-59.8% | $6,405-56.2% | $6,507-56.9% |
| Admin fee / account holder | $1,274 | $10,528-87.9% | $9,769-87.0% | $12,624-89.9% |