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 3-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 | $26,988 | $189,613-85.8% | $167,512-83.9% | $142,382-81.0% |
| Participation rate | 27.3% | 80.1%-52.9pp | 77.1%-49.8pp | 80.1%-52.8pp |
| Annual return | 11.83% | 2024.68%-2012.9pp | 1615.79%-1604.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $824 | $4,349-81.1% | $3,882-78.8% | $4,299-80.8% |
| Participant deferral / active EE | $2,162 | $6,981-69.0% | $6,405-66.2% | $6,507-66.8% |
| Admin fee / account holder | $4,697 | $10,528-55.4% | $9,769-51.9% | $12,624-62.8% |