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 | $129,398 | $102,604+26.1% | $86,188+50.1% | $139,434-7.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 7.77% | 1922.51%-1914.7pp | 1168.45%-1160.7pp | 372.94%-365.2pp |
| Employer contribution / active EE | $2,561 | $3,032-15.5% | $2,380+7.6% | $4,751-46.1% |
| Participant deferral / active EE | $9,109 | $4,676+94.8% | $3,985+128.6% | $6,710+35.7% |
| Admin fee / account holder | $5,551 | $8,657-35.9% | $6,852-19.0% | $11,403-51.3% |