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 | $233,807 | $89,753+160.5% | $107,525+117.4% | $84,808+175.7% |
| Participation rate | 44.4% | 68.1%-23.6pp | 75.1%-30.6pp | 68.3%-23.9pp |
| Annual return | 11.52% | 29.48%-18.0pp | 181.32%-169.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $4,801 | $3,113+54.2% | $3,754+27.9% | $2,631+82.5% |
| Participant deferral / active EE | $1,950 | $4,056-51.9% | $5,116-61.9% | $4,212-53.7% |
| Admin fee / account holder | $1,759 | $7,222-75.6% | $8,919-80.3% | $7,344-76.0% |