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 | $37,173 | $189,613-80.4% | $167,512-77.8% | $142,382-73.9% |
| Participation rate | 62.5% | 80.1%-17.6pp | 77.1%-14.6pp | 80.1%-17.6pp |
| Annual return | 22.05% | 2024.68%-2002.6pp | 1615.79%-1593.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,046 | $4,349-53.0% | $3,882-47.3% | $4,299-52.4% |
| Participant deferral / active EE | $4,226 | $6,981-39.5% | $6,405-34.0% | $6,507-35.1% |
| Admin fee / account holder | $1,211 | $10,528-88.5% | $9,769-87.6% | $12,624-90.4% |