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 9-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 | $109,242 | $189,613-42.4% | $167,512-34.8% | $142,382-23.3% |
| Participation rate | 63.6% | 80.1%-16.5pp | 77.1%-13.4pp | 80.1%-16.5pp |
| Annual return | 16.53% | 2024.68%-2008.1pp | 1615.79%-1599.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,249 | $4,349-25.3% | $3,882-16.3% | $4,299-24.4% |
| Participant deferral / active EE | $6,309 | $6,981-9.6% | $6,405-1.5% | $6,507-3.0% |
| Admin fee / account holder | $2,155 | $10,528-79.5% | $9,769-77.9% | $12,624-82.9% |