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 | $123,566 | $65,561+88.5% | $86,188+43.4% | $75,163+64.4% |
| Participation rate | 27.8% | 60.5%-32.7pp | 69.0%-41.2pp | 67.2%-39.4pp |
| Annual return | 12.62% | 46.05%-33.4pp | 1168.45%-1155.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $733 | $1,553-52.8% | $2,380-69.2% | $2,670-72.5% |
| Participant deferral / active EE | $2,899 | $3,024-4.1% | $3,985-27.3% | $4,125-29.7% |
| Admin fee / account holder | $22,794 | $5,474+316.4% | $6,852+232.7% | $5,651+303.4% |