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 | $88,672+163.7% | $105,223+122.2% | $82,448+183.6% |
| Participation rate | 44.4% | 67.9%-23.5pp | 75.0%-30.6pp | 68.1%-23.6pp |
| Annual return | 11.52% | 30.86%-19.3pp | 180.65%-169.1pp | 41.64%-30.1pp |
| Employer contribution / active EE | $4,801 | $3,048+57.5% | $3,689+30.2% | $2,551+88.2% |
| Participant deferral / active EE | $1,950 | $4,036-51.7% | $5,072-61.5% | $4,139-52.9% |
| Admin fee / account holder | $1,759 | $7,146-75.4% | $8,859-80.1% | $7,234-75.7% |