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 3-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 | $113,780 | $29,660+283.6% | $56,411+101.7% | $80,856+40.7% |
| Participation rate | 12.9% | 41.6%-28.7pp | 52.5%-39.6pp | 67.6%-54.7pp |
| Annual return | 3.50% | 35.23%-31.7pp | 1701.33%-1697.8pp | 35.59%-32.1pp |
| Employer contribution / active EE | $348 | $669-48.0% | $1,039-66.5% | $2,755-87.4% |
| Participant deferral / active EE | $1,745 | $1,226+42.3% | $1,952-10.6% | $4,296-59.4% |
| Admin fee / account holder | $7,184 | $2,428+195.9% | $2,829+154.0% | $6,918+3.8% |