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 6-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 | $58,888 | $189,613-68.9% | $167,512-64.8% | $142,382-58.6% |
| Participation rate | 45.8% | 80.1%-34.3pp | 77.1%-31.2pp | 80.1%-34.3pp |
| Annual return | 26.98% | 2024.68%-1997.7pp | 1615.79%-1588.8pp | 217.08%-190.1pp |
| Employer contribution / active EE | $2,051 | $4,349-52.8% | $3,882-47.2% | $4,299-52.3% |
| Participant deferral / active EE | $4,139 | $6,981-40.7% | $6,405-35.4% | $6,507-36.4% |
| Admin fee / account holder | $3,589 | $10,528-65.9% | $9,769-63.3% | $12,624-71.6% |