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 | $85,984 | $65,409+31.5% | $98,442-12.7% | $85,850+0.2% |
| Participation rate | 23.1% | 65.0%-41.9pp | 73.3%-50.3pp | 69.3%-46.2pp |
| Annual return | 10.40% | 21.76%-11.4pp | 1492.73%-1482.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $954 | $2,168-56.0% | $2,960-67.8% | $2,565-62.8% |
| Participant deferral / active EE | $1,616 | $3,166-49.0% | $4,276-62.2% | $3,952-59.1% |
| Admin fee / account holder | $5,224 | $4,593+13.7% | $5,949-12.2% | $6,260-16.6% |