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 8-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 | $159,329 | $127,065+25.4% | $113,168+40.8% | $142,382+11.9% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 9.71% | 24.03%-14.3pp | 24.27%-14.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $4,918 | $3,442+42.9% | $2,975+65.3% | $4,299+14.4% |
| Participant deferral / active EE | $9,802 | $5,716+71.5% | $5,107+91.9% | $6,507+50.6% |
| Admin fee / account holder | $5,041 | $15,736-68.0% | $12,068-58.2% | $12,624-60.1% |