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 4-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 | $49,204 | $189,613-74.1% | $167,512-70.6% | $142,382-65.4% |
| Participation rate | 14.3% | 80.1%-65.8pp | 77.1%-62.8pp | 80.1%-65.8pp |
| Annual return | 17.89% | 2024.68%-2006.8pp | 1615.79%-1597.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $516 | $4,349-88.1% | $3,882-86.7% | $4,299-88.0% |
| Participant deferral / active EE | $1,291 | $6,981-81.5% | $6,405-79.8% | $6,507-80.2% |
| Admin fee / account holder | $5,725 | $10,528-45.6% | $9,769-41.4% | $12,624-54.7% |