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 6-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 | $38,539 | $189,613-79.7% | $167,512-77.0% | $142,382-72.9% |
| Participation rate | 62.5% | 80.1%-17.6pp | 77.1%-14.6pp | 80.1%-17.6pp |
| Annual return | 20.38% | 2024.68%-2004.3pp | 1615.79%-1595.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,108 | $4,349-74.5% | $3,882-71.4% | $4,299-74.2% |
| Participant deferral / active EE | $3,388 | $6,981-51.5% | $6,405-47.1% | $6,507-47.9% |
| Admin fee / account holder | $460 | $10,528-95.6% | $9,769-95.3% | $12,624-96.4% |