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 3-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 | $13,386 | $189,613-92.9% | $167,512-92.0% | $142,382-90.6% |
| Participation rate | 42.9% | 80.1%-37.3pp | 77.1%-34.2pp | 80.1%-37.3pp |
| Annual return | 18.76% | 2024.68%-2005.9pp | 1615.79%-1597.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,970 | $4,349-54.7% | $3,882-49.2% | $4,299-54.2% |
| Participant deferral / active EE | $2,566 | $6,981-63.3% | $6,405-59.9% | $6,507-60.6% |
| Admin fee / account holder | $9,693 | $10,528-7.9% | $9,769-0.8% | $12,624-23.2% |