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 5-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 | $48,336 | $100,773-52.0% | $88,946-45.7% | $142,382-66.1% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 8.10% | 70.18%-62.1pp | 57.82%-49.7pp | 217.08%-209.0pp |
| Employer contribution / active EE | $13,259 | $2,918+354.4% | $2,555+419.0% | $4,299+208.4% |
| Participant deferral / active EE | $6,410 | $5,230+22.6% | $4,581+39.9% | $6,507-1.5% |
| Admin fee / account holder | $1,294 | $9,693-86.7% | $8,261-84.3% | $12,624-89.8% |