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 | $183,138 | $189,613-3.4% | $167,512+9.3% | $142,382+28.6% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 21.74% | 2024.68%-2002.9pp | 1615.79%-1594.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,419 | $4,349-44.4% | $3,882-37.7% | $4,299-43.7% |
| Participant deferral / active EE | $13,625 | $6,981+95.2% | $6,405+112.7% | $6,507+109.4% |
| Admin fee / account holder | $664 | $10,528-93.7% | $9,769-93.2% | $12,624-94.7% |