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 | $119,499 | $63,703+87.6% | $93,063+28.4% | $82,448+44.9% |
| Participation rate | 42.9% | 63.8%-21.0pp | 72.1%-29.3pp | 68.1%-25.2pp |
| Annual return | 12.98% | -775.43%+788.4pp | 34.15%-21.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,006 | $1,729-41.8% | $2,476-59.4% | $2,551-60.6% |
| Participant deferral / active EE | $2,797 | $2,919-4.2% | $3,958-29.3% | $4,139-32.4% |
| Admin fee / account holder | $4,044 | $5,982-32.4% | $6,033-33.0% | $7,234-44.1% |