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 | $90,918 | $189,613-52.1% | $167,512-45.7% | $142,382-36.1% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | 16.38% | 2024.68%-2008.3pp | 1615.79%-1599.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $866 | $4,349-80.1% | $3,882-77.7% | $4,299-79.9% |
| Participant deferral / active EE | $4,574 | $6,981-34.5% | $6,405-28.6% | $6,507-29.7% |
| Admin fee / account holder | $346 | $10,528-96.7% | $9,769-96.5% | $12,624-97.3% |