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 | $109,588 | $39,019+180.9% | $80,716+35.8% | $85,850+27.7% |
| Participation rate | 10.0% | 41.5%-31.5pp | 54.2%-44.2pp | 69.3%-59.3pp |
| Annual return | 0.59% | 26.27%-25.7pp | 87.28%-86.7pp | 318.53%-317.9pp |
| Employer contribution / active EE | $450 | $722-37.7% | $1,160-61.2% | $2,565-82.5% |
| Participant deferral / active EE | $2,113 | $1,326+59.4% | $2,146-1.5% | $3,952-46.5% |
| Admin fee / account holder | $2,310 | $2,431-5.0% | $3,380-31.7% | $6,260-63.1% |