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 | $32,363 | $27,915+15.9% | $58,482-44.7% | $75,163-56.9% |
| Participation rate | 67.5% | 38.8%+28.7pp | 50.9%+16.6pp | 67.2%+0.3pp |
| Annual return | 12.92% | 44.20%-31.3pp | 4239.32%-4226.4pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,303 | $669+94.7% | $1,053+23.7% | $2,670-51.2% |
| Participant deferral / active EE | $3,268 | $1,201+172.1% | $1,924+69.9% | $4,125-20.8% |
| Admin fee / account holder | $771 | $1,726-55.3% | $2,516-69.3% | $5,651-86.4% |