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 8-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 | $58,415 | $189,613-69.2% | $167,512-65.1% | $142,382-59.0% |
| Participation rate | 58.3% | 80.1%-21.8pp | 77.1%-18.7pp | 80.1%-21.8pp |
| Annual return | 17.00% | 2024.68%-2007.7pp | 1615.79%-1598.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $879 | $4,349-79.8% | $3,882-77.3% | $4,299-79.5% |
| Participant deferral / active EE | $3,961 | $6,981-43.3% | $6,405-38.2% | $6,507-39.1% |
| Admin fee / account holder | $880 | $10,528-91.6% | $9,769-91.0% | $12,624-93.0% |