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 5-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 | $140,359 | $189,613-26.0% | $167,512-16.2% | $142,382-1.4% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 17.23% | 2024.68%-2007.4pp | 1615.79%-1598.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,154 | $4,349-73.5% | $3,882-70.3% | $4,299-73.2% |
| Participant deferral / active EE | $3,678 | $6,981-47.3% | $6,405-42.6% | $6,507-43.5% |
| Admin fee / account holder | $550 | $10,528-94.8% | $9,769-94.4% | $12,624-95.6% |