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 5-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 | $97,739 | $189,613-48.5% | $167,512-41.7% | $142,382-31.4% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 13.52% | 2024.68%-2011.2pp | 1615.79%-1602.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $676 | $4,349-84.5% | $3,882-82.6% | $4,299-84.3% |
| Participant deferral / active EE | $3,875 | $6,981-44.5% | $6,405-39.5% | $6,507-40.5% |
| Admin fee / account holder | $1,927 | $10,528-81.7% | $9,769-80.3% | $12,624-84.7% |