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 | $214,944 | $74,888+187.0% | $71,209+201.8% | $142,382+51.0% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 9.99% | 345.14%-335.2pp | 282.51%-272.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,061 | $2,854-62.8% | $2,721-61.0% | $4,299-75.3% |
| Participant deferral / active EE | $6,776 | $4,454+52.1% | $4,175+62.3% | $6,507+4.1% |
| Admin fee / account holder | $2,528 | $5,568-54.6% | $5,349-52.7% | $12,624-80.0% |