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 | $165,380 | $72,071+129.5% | $68,368+141.9% | $137,256+20.5% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 13.14% | 353.14%-340.0pp | 292.57%-279.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,627 | $2,788-41.6% | $2,649-38.6% | $4,156-60.8% |
| Participant deferral / active EE | $4,133 | $4,410-6.3% | $4,123+0.3% | $6,407-35.5% |
| Admin fee / account holder | $27,176 | $5,336+409.3% | $5,150+427.7% | $12,270+121.5% |