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 | $18,203 | $30,400-40.1% | $53,898-66.2% | $84,808-78.5% |
| Participation rate | 54.1% | 46.4%+7.7pp | 55.0%-0.9pp | 68.3%-14.2pp |
| Annual return | 11.94% | 500.19%-488.3pp | 528.60%-516.7pp | 40.90%-29.0pp |
| Employer contribution / active EE | $405 | $603-32.7% | $932-56.5% | $2,631-84.6% |
| Participant deferral / active EE | $1,426 | $1,199+18.9% | $1,826-21.9% | $4,212-66.2% |
| Admin fee / account holder | $1,165 | $1,993-41.5% | $2,491-53.2% | $7,344-84.1% |