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 | $132,712 | $104,974+26.4% | $95,585+38.8% | $142,382-6.8% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 4.29% | 210.33%-206.0pp | 38.56%-34.3pp | 217.08%-212.8pp |
| Employer contribution / active EE | $1,968 | $2,779-29.2% | $2,527-22.1% | $4,299-54.2% |
| Participant deferral / active EE | $1,968 | $4,352-54.8% | $4,023-51.1% | $6,507-69.8% |
| Admin fee / account holder | $6,545 | $6,386+2.5% | $6,127+6.8% | $12,624-48.2% |