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 | $41,517 | $189,613-78.1% | $167,512-75.2% | $142,382-70.8% |
| Participation rate | 45.8% | 80.1%-34.3pp | 77.1%-31.2pp | 80.1%-34.3pp |
| Annual return | 17.94% | 2024.68%-2006.7pp | 1615.79%-1597.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,286 | $4,349-47.4% | $3,882-41.1% | $4,299-46.8% |
| Participant deferral / active EE | $3,055 | $6,981-56.2% | $6,405-52.3% | $6,507-53.1% |
| Admin fee / account holder | $3,733 | $10,528-64.5% | $9,769-61.8% | $12,624-70.4% |