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 6-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 | $36,407 | $30,400+19.8% | $53,898-32.5% | $84,808-57.1% |
| Participation rate | 40.9% | 46.4%-5.5pp | 55.0%-14.1pp | 68.3%-27.4pp |
| Annual return | 14.16% | 500.19%-486.0pp | 528.60%-514.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $981 | $603+62.8% | $932+5.3% | $2,631-62.7% |
| Participant deferral / active EE | $1,826 | $1,199+52.4% | $1,8260% | $4,212-56.6% |
| Admin fee / account holder | $840 | $1,993-57.9% | $2,491-66.3% | $7,344-88.6% |