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 5-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 | $46,630 | $189,613-75.4% | $167,512-72.2% | $142,382-67.3% |
| Participation rate | 42.9% | 80.1%-37.3pp | 77.1%-34.2pp | 80.1%-37.3pp |
| Annual return | 7.76% | 2024.68%-2016.9pp | 1615.79%-1608.0pp | 217.08%-209.3pp |
| Employer contribution / active EE | $6,131 | $4,349+41.0% | $3,882+58.0% | $4,299+42.6% |
| Participant deferral / active EE | $13,391 | $6,981+91.8% | $6,405+109.1% | $6,507+105.8% |
| Admin fee / account holder | $10,513 | $10,528-0.1% | $9,769+7.6% | $12,624-16.7% |