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 | $191,272 | $54,705+249.6% | $71,209+168.6% | $84,808+125.5% |
| Participation rate | 22.2% | 64.1%-41.8pp | 73.8%-51.5pp | 68.3%-46.1pp |
| Annual return | 13.34% | 35.90%-22.6pp | 282.51%-269.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,309 | $2,158-39.3% | $2,721-51.9% | $2,631-50.3% |
| Participant deferral / active EE | $2,269 | $3,030-25.1% | $4,175-45.7% | $4,212-46.1% |
| Admin fee / account holder | $71,728 | $4,863+1374.8% | $5,349+1241.0% | $7,344+876.7% |