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 9-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 | $66,859 | $29,660+125.4% | $56,411+18.5% | $80,856-17.3% |
| Participation rate | 22.0% | 41.6%-19.6pp | 52.5%-30.5pp | 67.6%-45.6pp |
| Annual return | 6.94% | 35.23%-28.3pp | 1701.33%-1694.4pp | 35.59%-28.7pp |
| Employer contribution / active EE | $1,046 | $669+56.3% | $1,039+0.7% | $2,755-62.0% |
| Participant deferral / active EE | $1,468 | $1,226+19.7% | $1,952-24.8% | $4,296-65.8% |
| Admin fee / account holder | $2,383 | $2,428-1.8% | $2,829-15.8% | $6,918-65.5% |