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 10-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 | $94,968 | $52,353+81.4% | $120,225-21.0% | $82,448+15.2% |
| Participation rate | 68.4% | 58.3%+10.1pp | 69.6%-1.2pp | 68.1%+0.4pp |
| Annual return | 8.94% | 61.85%-52.9pp | 439.23%-430.3pp | 41.64%-32.7pp |
| Employer contribution / active EE | $3,943 | $1,510+161.1% | $3,475+13.4% | $2,551+54.6% |
| Participant deferral / active EE | $2,163 | $2,627-17.6% | $3,999-45.9% | $4,139-47.7% |
| Admin fee / account holder | $4,648 | $4,363+6.5% | $5,696-18.4% | $7,234-35.8% |