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 | $52,345 | $183,519-71.5% | $155,509-66.3% | $145,922-64.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.71% | 61.17%-52.5pp | 64.67%-56.0pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,562 | $5,313-51.8% | $4,672-45.2% | $4,660-45.0% |
| Participant deferral / active EE | $8,571 | $6,462+32.6% | $5,626+52.3% | $6,688+28.2% |
| Admin fee / account holder | $25,181 | $19,313+30.4% | $15,912+58.2% | $13,397+88.0% |