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 | $77,854 | $29,667+162.4% | $56,441+37.9% | $80,874-3.7% |
| Participation rate | 25.0% | 41.7%-16.7pp | 52.5%-27.5pp | 67.6%-42.6pp |
| Annual return | 9.89% | 35.22%-25.3pp | 1704.21%-1694.3pp | 35.62%-25.7pp |
| Employer contribution / active EE | $425 | $669-36.5% | $1,039-59.1% | $2,756-84.6% |
| Participant deferral / active EE | $4,556 | $1,227+271.5% | $1,953+133.3% | $4,297+6.0% |
| Admin fee / account holder | $359 | $2,429-85.2% | $2,829-87.3% | $6,935-94.8% |