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 | $53,602 | $27,915+92.0% | $58,482-8.3% | $75,163-28.7% |
| Participation rate | 21.4% | 38.8%-17.4pp | 50.9%-29.4pp | 67.2%-45.8pp |
| Annual return | 14.62% | 44.20%-29.6pp | 4239.32%-4224.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $369 | $669-44.8% | $1,053-64.9% | $2,670-86.2% |
| Participant deferral / active EE | $1,188 | $1,201-1.1% | $1,924-38.2% | $4,125-71.2% |
| Admin fee / account holder | $2,682 | $1,726+55.4% | $2,516+6.6% | $5,651-52.5% |