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 7-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 | $18,135 | $189,613-90.4% | $167,512-89.2% | $142,382-87.3% |
| Participation rate | 41.7% | 80.1%-38.5pp | 77.1%-35.4pp | 80.1%-38.5pp |
| Annual return | 13.23% | 2024.68%-2011.4pp | 1615.79%-1602.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $872 | $4,349-80.0% | $3,882-77.5% | $4,299-79.7% |
| Participant deferral / active EE | $2,146 | $6,981-69.3% | $6,405-66.5% | $6,507-67.0% |
| Admin fee / account holder | $4,493 | $10,528-57.3% | $9,769-54.0% | $12,624-64.4% |