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 | $177,241 | $189,613-6.5% | $167,512+5.8% | $142,382+24.5% |
| Participation rate | 42.9% | 80.1%-37.3pp | 77.1%-34.2pp | 80.1%-37.3pp |
| Annual return | 26.96% | 2024.68%-1997.7pp | 1615.79%-1588.8pp | 217.08%-190.1pp |
| Employer contribution / active EE | $1,153 | $4,349-73.5% | $3,882-70.3% | $4,299-73.2% |
| Participant deferral / active EE | $3,186 | $6,981-54.4% | $6,405-50.3% | $6,507-51.0% |
| Admin fee / account holder | $5,007 | $10,528-52.4% | $9,769-48.7% | $12,624-60.3% |