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 | $30,400+94.6% | $53,898+9.8% | $84,808-30.2% |
| Participation rate | 12.6% | 46.4%-33.8pp | 55.0%-42.3pp | 68.3%-55.7pp |
| Annual return | 11.84% | 500.19%-488.4pp | 528.60%-516.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $196 | $603-67.4% | $932-78.9% | $2,631-92.5% |
| Participant deferral / active EE | $1,040 | $1,199-13.3% | $1,826-43.1% | $4,212-75.3% |
| Admin fee / account holder | $442 | $1,993-77.8% | $2,491-82.2% | $7,344-94.0% |