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 6-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 | $126,751 | $30,400+316.9% | $53,898+135.2% | $84,808+49.5% |
| Participation rate | 11.4% | 46.4%-35.0pp | 55.0%-43.5pp | 68.3%-56.9pp |
| Annual return | 14.42% | 500.19%-485.8pp | 528.60%-514.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $469 | $603-22.2% | $932-49.7% | $2,631-82.2% |
| Participant deferral / active EE | $2,289 | $1,199+91.0% | $1,826+25.4% | $4,212-45.6% |
| Admin fee / account holder | $17,957 | $1,993+800.8% | $2,491+620.9% | $7,344+144.5% |