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 5-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 | $66,535 | $189,613-64.9% | $167,512-60.3% | $142,382-53.3% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 10.85% | 2024.68%-2013.8pp | 1615.79%-1604.9pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,948 | $4,349-55.2% | $3,882-49.8% | $4,299-54.7% |
| Participant deferral / active EE | $7,500 | $6,981+7.4% | $6,405+17.1% | $6,507+15.3% |
| Admin fee / account holder | $1,613 | $10,528-84.7% | $9,769-83.5% | $12,624-87.2% |