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 8-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,331 | $117,841-35.2% | $102,423-25.5% | $145,922-47.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 8.39% | 31.65%-23.3pp | 29.32%-20.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,855 | $3,615-48.7% | $3,023-38.7% | $4,660-60.2% |
| Participant deferral / active EE | $5,968 | $5,731+4.1% | $5,053+18.1% | $6,688-10.8% |
| Admin fee / account holder | $3,179 | $13,326-76.1% | $9,451-66.4% | $13,397-76.3% |