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 | $198,340 | $183,592+8.0% | $155,567+27.5% | $145,959+35.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 5.84% | 61.24%-55.4pp | 64.74%-58.9pp | 561.95%-556.1pp |
| Employer contribution / active EE | $12,617 | $5,315+137.4% | $4,674+169.9% | $4,661+170.7% |
| Participant deferral / active EE | $9,717 | $6,464+50.3% | $5,628+72.7% | $6,689+45.3% |
| Admin fee / account holder | $5,088 | $19,318-73.7% | $15,916-68.0% | $13,398-62.0% |