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 | $96,644 | $29,660+225.8% | $56,411+71.3% | $80,856+19.5% |
| Participation rate | 17.9% | 41.6%-23.8pp | 52.5%-34.6pp | 67.6%-49.8pp |
| Annual return | 10.26% | 35.23%-25.0pp | 1701.33%-1691.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $586 | $669-12.5% | $1,039-43.6% | $2,755-78.7% |
| Participant deferral / active EE | $2,421 | $1,226+97.4% | $1,952+24.0% | $4,296-43.6% |
| Admin fee / account holder | $1,656 | $2,428-31.8% | $2,829-41.4% | $6,918-76.1% |