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 | $63,598 | $189,613-66.5% | $167,512-62.0% | $142,382-55.3% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 11.15% | 2024.68%-2013.5pp | 1615.79%-1604.6pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,006 | $4,349-76.9% | $3,882-74.1% | $4,299-76.6% |
| Participant deferral / active EE | $1,355 | $6,981-80.6% | $6,405-78.8% | $6,507-79.2% |
| Admin fee / account holder | $890 | $10,528-91.5% | $9,769-90.9% | $12,624-93.0% |