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 | $21,363 | $189,613-88.7% | $167,512-87.2% | $142,382-85.0% |
| Participation rate | 61.9% | 80.1%-18.2pp | 77.1%-15.2pp | 80.1%-18.2pp |
| Annual return | 9.99% | 2024.68%-2014.7pp | 1615.79%-1605.8pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,169 | $4,349-50.1% | $3,882-44.1% | $4,299-49.5% |
| Participant deferral / active EE | $2,772 | $6,981-60.3% | $6,405-56.7% | $6,507-57.4% |
| Admin fee / account holder | $1,636 | $10,528-84.5% | $9,769-83.3% | $12,624-87.0% |