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 | $59,161 | $29,319+101.8% | $52,425+12.9% | $82,448-28.2% |
| Participation rate | 12.6% | 46.9%-34.2pp | 55.6%-43.0pp | 68.1%-55.4pp |
| Annual return | 11.84% | 535.20%-523.4pp | 302.12%-290.3pp | 41.64%-29.8pp |
| Employer contribution / active EE | $196 | $586-66.5% | $914-78.5% | $2,551-92.3% |
| Participant deferral / active EE | $1,040 | $1,171-11.2% | $1,790-41.9% | $4,139-74.9% |
| Admin fee / account holder | $442 | $1,962-77.5% | $2,495-82.3% | $7,234-93.9% |