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 | $135,928 | $189,613-28.3% | $167,512-18.9% | $142,382-4.5% |
| Participation rate | 58.3% | 80.1%-21.8pp | 77.1%-18.7pp | 80.1%-21.8pp |
| Annual return | 12.71% | 2024.68%-2012.0pp | 1615.79%-1603.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,136 | $4,349-73.9% | $3,882-70.7% | $4,299-73.6% |
| Participant deferral / active EE | $4,360 | $6,981-37.6% | $6,405-31.9% | $6,507-33.0% |
| Admin fee / account holder | $13,700 | $10,528+30.1% | $9,769+40.2% | $12,624+8.5% |