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 | $107,502 | $176,056-38.9% | $159,436-32.6% | $167,490-35.8% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 9.86% | 331.75%-321.9pp | 263.57%-253.7pp | 478.56%-468.7pp |
| Employer contribution / active EE | $26,220 | $5,297+395.0% | $4,829+442.9% | $4,837+442.0% |
| Participant deferral / active EE | $16,322 | $7,750+110.6% | $7,352+122.0% | $6,341+157.4% |
| Admin fee / account holder | $1,426 | $12,554-88.6% | $10,799-86.8% | $12,309-88.4% |