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 | $85,463 | $27,915+206.2% | $58,482+46.1% | $75,163+13.7% |
| Participation rate | 54.7% | 38.8%+15.8pp | 50.9%+3.8pp | 67.2%-12.5pp |
| Annual return | 13.14% | 44.20%-31.1pp | 4239.32%-4226.2pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,335 | $669+99.6% | $1,053+26.8% | $2,670-50.0% |
| Participant deferral / active EE | $2,556 | $1,201+112.7% | $1,924+32.8% | $4,125-38.1% |
| Admin fee / account holder | $5,062 | $1,726+193.3% | $2,516+101.2% | $5,651-10.4% |