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 3-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 | $114,687 | $48,230+137.8% | $67,502+69.9% | $80,856+41.8% |
| Participation rate | 64.5% | 66.4%-1.9pp | 72.9%-8.4pp | 67.6%-3.1pp |
| Annual return | 8.92% | 18.28%-9.4pp | 3512.12%-3503.2pp | 35.59%-26.7pp |
| Employer contribution / active EE | $2,305 | $2,020+14.1% | $2,731-15.6% | $2,755-16.3% |
| Participant deferral / active EE | $9,711 | $2,924+232.1% | $4,000+142.8% | $4,296+126.1% |
| Admin fee / account holder | $9,307 | $3,681+152.8% | $3,998+132.8% | $6,918+34.5% |