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 | $160,288 | $189,613-15.5% | $167,512-4.3% | $142,382+12.6% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 16.10% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,778 | $4,349-36.1% | $3,882-28.4% | $4,299-35.4% |
| Participant deferral / active EE | $8,767 | $6,981+25.6% | $6,405+36.9% | $6,507+34.7% |
| Admin fee / account holder | $2,076 | $10,528-80.3% | $9,769-78.7% | $12,624-83.6% |