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 7-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 | $103,174 | $201,272-48.7% | $184,203-44.0% | $145,922-29.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 7.66% | 29.00%-21.3pp | 28.81%-21.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,513 | $7,022-78.5% | $6,427-76.5% | $4,660-67.5% |
| Participant deferral / active EE | $12,289 | $9,806+25.3% | $9,131+34.6% | $6,688+83.8% |
| Admin fee / account holder | $1,753 | $16,364-89.3% | $13,901-87.4% | $13,397-86.9% |