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 6-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 | $62,231 | $189,613-67.2% | $167,512-62.8% | $142,382-56.3% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 24.67% | 2024.68%-2000.0pp | 1615.79%-1591.1pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,774 | $4,349-59.2% | $3,882-54.3% | $4,299-58.7% |
| Participant deferral / active EE | $7,491 | $6,981+7.3% | $6,405+17.0% | $6,507+15.1% |
| Admin fee / account holder | $2,072 | $10,528-80.3% | $9,769-78.8% | $12,624-83.6% |