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 | $61,203 | $189,613-67.7% | $167,512-63.5% | $142,382-57.0% |
| Participation rate | 42.9% | 80.1%-37.3pp | 77.1%-34.2pp | 80.1%-37.3pp |
| Annual return | 23.94% | 2024.68%-2000.7pp | 1615.79%-1591.9pp | 217.08%-193.1pp |
| Employer contribution / active EE | $530 | $4,349-87.8% | $3,882-86.3% | $4,299-87.7% |
| Participant deferral / active EE | $1,965 | $6,981-71.8% | $6,405-69.3% | $6,507-69.8% |
| Admin fee / account holder | $15,722 | $10,528+49.3% | $9,769+60.9% | $12,624+24.5% |