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 4-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 | $48,988 | $189,613-74.2% | $167,512-70.8% | $142,382-65.6% |
| Participation rate | 37.5% | 80.1%-42.6pp | 77.1%-39.6pp | 80.1%-42.6pp |
| Annual return | 12.27% | 2024.68%-2012.4pp | 1615.79%-1603.5pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,317 | $4,349-69.7% | $3,882-66.1% | $4,299-69.4% |
| Participant deferral / active EE | $3,726 | $6,981-46.6% | $6,405-41.8% | $6,507-42.7% |
| Admin fee / account holder | $2,205 | $10,528-79.1% | $9,769-77.4% | $12,624-82.5% |