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 | $210,660 | $189,613+11.1% | $167,512+25.8% | $142,382+48.0% |
| Participation rate | 69.2% | 80.1%-10.9pp | 77.1%-7.8pp | 80.1%-10.9pp |
| Annual return | 16.00% | 2024.68%-2008.7pp | 1615.79%-1599.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,728 | $4,349-60.3% | $3,882-55.5% | $4,299-59.8% |
| Participant deferral / active EE | $3,275 | $6,981-53.1% | $6,405-48.9% | $6,507-49.7% |
| Admin fee / account holder | $2,265 | $10,528-78.5% | $9,769-76.8% | $12,624-82.1% |