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 | $116,211 | $189,613-38.7% | $167,512-30.6% | $142,382-18.4% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | 20.79% | 2024.68%-2003.9pp | 1615.79%-1595.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,255 | $4,349-48.1% | $3,882-41.9% | $4,299-47.5% |
| Participant deferral / active EE | $5,538 | $6,981-20.7% | $6,405-13.5% | $6,507-14.9% |
| Admin fee / account holder | $431 | $10,528-95.9% | $9,769-95.6% | $12,624-96.6% |