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 | $42,574 | $189,613-77.5% | $167,512-74.6% | $142,382-70.1% |
| Participation rate | 54.5% | 80.1%-25.6pp | 77.1%-22.5pp | 80.1%-25.6pp |
| Annual return | 17.34% | 2024.68%-2007.3pp | 1615.79%-1598.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,845 | $4,349-57.6% | $3,882-52.5% | $4,299-57.1% |
| Participant deferral / active EE | $3,077 | $6,981-55.9% | $6,405-52.0% | $6,507-52.7% |
| Admin fee / account holder | $1,582 | $10,528-85.0% | $9,769-83.8% | $12,624-87.5% |