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 | $120,689 | $172,111-29.9% | $150,298-19.7% | $137,256-12.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 7.47% | 69.37%-61.9pp | 62.79%-55.3pp | 220.34%-212.9pp |
| Employer contribution / active EE | $1,015 | $4,636-78.1% | $4,154-75.6% | $4,156-75.6% |
| Participant deferral / active EE | $1,984 | $6,166-67.8% | $5,453-63.6% | $6,407-69.0% |
| Admin fee / account holder | $114,729 | $16,471+596.6% | $14,116+712.8% | $12,270+835.0% |