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 | $164,421 | $105,181+56.3% | $159,436+3.1% | $85,850+91.5% |
| Participation rate | 53.1% | 75.8%-22.6pp | 82.8%-29.7pp | 69.3%-16.2pp |
| Annual return | 11.31% | 45.07%-33.8pp | 263.57%-252.3pp | 318.53%-307.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,736 | $5,945+13.3% | $7,352-8.4% | $3,952+70.5% |
| Admin fee / account holder | $9,424 | $6,933+35.9% | $10,799-12.7% | $6,260+50.5% |