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 | $101,095 | $75,828+33.3% | $147,614-31.5% | $59,632+69.5% |
| Participation rate | 47.1% | 71.6%-24.5pp | 84.6%-37.6pp | 68.7%-21.6pp |
| Annual return | -3.16% | 0.37%-3.5pp | 61.98%-65.1pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $8,093 | $3,485+132.2% | $5,564+45.4% | $2,203+267.4% |
| Participant deferral / active EE | $5,282 | $3,130+68.7% | $4,895+7.9% | $3,192+65.5% |
| Admin fee / account holder | $1,456 | $5,985-75.7% | $11,611-87.5% | $4,297-66.1% |