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 | $190,176 | $189,613+0.3% | $167,512+13.5% | $142,382+33.6% |
| Participation rate | 25.0% | 80.1%-55.1pp | 77.1%-52.1pp | 80.1%-55.1pp |
| Annual return | 11.08% | 2024.68%-2013.6pp | 1615.79%-1604.7pp | 217.08%-206.0pp |
| Employer contribution / active EE | $3,928 | $4,349-9.7% | $3,882+1.2% | $4,299-8.6% |
| Participant deferral / active EE | $7,911 | $6,981+13.3% | $6,405+23.5% | $6,507+21.6% |
| Admin fee / account holder | $38,739 | $10,528+268.0% | $9,769+296.6% | $12,624+206.9% |