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 7-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 | $63,277 | $74,888-15.5% | $71,209-11.1% | $142,382-55.6% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.1%-35.7pp |
| Annual return | 11.31% | 345.14%-333.8pp | 282.51%-271.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,203 | $2,854-22.8% | $2,721-19.0% | $4,299-48.7% |
| Participant deferral / active EE | $4,389 | $4,454-1.5% | $4,175+5.1% | $6,507-32.5% |
| Admin fee / account holder | $21,227 | $5,568+281.2% | $5,349+296.8% | $12,624+68.1% |