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 | $212,912 | $92,985+129.0% | $153,485+38.7% | $80,856+163.3% |
| Participation rate | 44.0% | 69.0%-25.0pp | 77.1%-33.1pp | 67.6%-23.6pp |
| Annual return | 6.71% | 19.95%-13.2pp | 15.65%-8.9pp | 35.59%-28.9pp |
| Employer contribution / active EE | $1,250 | $3,507-64.4% | $5,039-75.2% | $2,755-54.6% |
| Participant deferral / active EE | $2,798 | $5,178-46.0% | $6,757-58.6% | $4,296-34.9% |
| Admin fee / account holder | $18,433 | $8,880+107.6% | $12,724+44.9% | $6,918+166.5% |