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 | $28,989 | $29,660-2.3% | $56,411-48.6% | $80,856-64.1% |
| Participation rate | 32.1% | 41.6%-9.5pp | 52.5%-20.3pp | 67.6%-35.5pp |
| Annual return | 10.59% | 35.23%-24.6pp | 1701.33%-1690.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $654 | $669-2.4% | $1,039-37.1% | $2,755-76.3% |
| Participant deferral / active EE | $1,583 | $1,226+29.1% | $1,952-18.9% | $4,296-63.2% |
| Admin fee / account holder | $1,103 | $2,428-54.6% | $2,829-61.0% | $6,918-84.1% |