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 | $207,607 | $72,492+186.4% | $87,100+138.4% | $72,985+184.5% |
| Participation rate | 65.6% | 72.8%-7.2pp | 76.9%-11.3pp | 69.5%-3.9pp |
| Annual return | 4.63% | 24.46%-19.8pp | 28.19%-23.6pp | 81.00%-76.4pp |
| Employer contribution / active EE | $5,194 | $1,894+174.2% | $2,521+106.0% | $2,440+112.9% |
| Participant deferral / active EE | $5,446 | $3,270+66.6% | $4,049+34.5% | $3,607+51.0% |
| Admin fee / account holder | $5,055 | $5,0550% | $7,497-32.6% | $5,124-1.4% |