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 7-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 | $37,150 | $30,400+22.2% | $53,898-31.1% | $84,808-56.2% |
| Participation rate | 46.8% | 46.4%+0.3pp | 55.0%-8.2pp | 68.3%-21.6pp |
| Annual return | 11.66% | 500.19%-488.5pp | 528.60%-516.9pp | 40.90%-29.2pp |
| Employer contribution / active EE | $697 | $603+15.6% | $932-25.2% | $2,631-73.5% |
| Participant deferral / active EE | $1,324 | $1,199+10.5% | $1,826-27.5% | $4,212-68.6% |
| Admin fee / account holder | $3,535 | $1,993+77.3% | $2,491+41.9% | $7,344-51.9% |