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 9-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 | $185,845 | $167,484+11.0% | $151,611+22.6% | $134,475+38.2% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.5%-62.5pp | 81.2%-56.2pp |
| Annual return | -27.28% | 7.80%-35.1pp | 3.33%-30.6pp | 417.96%-445.2pp |
| Employer contribution / active EE | $15,774 | $6,829+131.0% | $6,166+155.8% | $4,740+232.8% |
| Participant deferral / active EE | $10,295 | $8,986+14.6% | $8,363+23.1% | $6,400+60.9% |
| Admin fee / account holder | $938,564 | $13,783+6709.7% | $11,616+7980.0% | $11,426+8114.3% |