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 | $83,822 | $60,488+38.6% | $109,895-23.7% | $79,386+5.6% |
| Participation rate | 34.0% | 67.0%-33.1pp | 74.2%-40.2pp | 70.7%-36.7pp |
| Annual return | 11.82% | 189.57%-177.7pp | 29.45%-17.6pp | 116.85%-105.0pp |
| Employer contribution / active EE | $812 | $1,649-50.8% | $2,842-71.4% | $2,427-66.6% |
| Participant deferral / active EE | $1,987 | $3,220-38.3% | $4,048-50.9% | $4,046-50.9% |
| Admin fee / account holder | $10,844 | $605+1693.7% | $6,066+78.8% | $626+1631.0% |