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 8-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 | $134,714 | $189,613-29.0% | $167,512-19.6% | $142,382-5.4% |
| Participation rate | 44.4% | 80.1%-35.7pp | 77.1%-32.6pp | 80.1%-35.7pp |
| Annual return | 12.85% | 2024.68%-2011.8pp | 1615.79%-1602.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,801 | $6,981-2.6% | $6,405+6.2% | $6,507+4.5% |
| Admin fee / account holder | $5,576 | $10,528-47.0% | $9,769-42.9% | $12,624-55.8% |