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 | $111,889 | $27,915+300.8% | $58,482+91.3% | $75,163+48.9% |
| Participation rate | 14.7% | 38.8%-24.1pp | 50.9%-36.2pp | 67.2%-52.5pp |
| Annual return | 9.16% | 44.20%-35.0pp | 4239.32%-4230.2pp | 160.62%-151.5pp |
| Employer contribution / active EE | $308 | $669-54.0% | $1,053-70.8% | $2,670-88.5% |
| Participant deferral / active EE | $1,544 | $1,201+28.5% | $1,924-19.7% | $4,125-62.6% |
| Admin fee / account holder | $1,344 | $1,726-22.1% | $2,516-46.6% | $5,651-76.2% |