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 | $29,660+162.5% | $56,411+38.0% | $80,856-3.7% |
| Participation rate | 25.0% | 41.6%-16.6pp | 52.5%-27.5pp | 67.6%-42.6pp |
| Annual return | 9.89% | 35.23%-25.3pp | 1701.33%-1691.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $425 | $669-36.5% | $1,039-59.1% | $2,755-84.6% |
| Participant deferral / active EE | $4,556 | $1,226+271.6% | $1,952+133.4% | $4,296+6.1% |
| Admin fee / account holder | $359 | $2,428-85.2% | $2,829-87.3% | $6,918-94.8% |