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 | $60,285 | $189,613-68.2% | $167,512-64.0% | $142,382-57.7% |
| Participation rate | 68.8% | 80.1%-11.4pp | 77.1%-8.3pp | 80.1%-11.4pp |
| Annual return | 16.46% | 2024.68%-2008.2pp | 1615.79%-1599.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,261 | $4,349-48.0% | $3,882-41.8% | $4,299-47.4% |
| Participant deferral / active EE | $7,467 | $6,981+7.0% | $6,405+16.6% | $6,507+14.7% |
| Admin fee / account holder | $5,828 | $10,528-44.6% | $9,769-40.3% | $12,624-53.8% |