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 | $18,116 | $29,660-38.9% | $56,411-67.9% | $80,856-77.6% |
| Participation rate | 10.7% | 41.6%-30.9pp | 52.5%-41.8pp | 67.6%-56.9pp |
| Annual return | 10.58% | 35.23%-24.7pp | 1701.33%-1690.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $707 | $1,226-42.3% | $1,952-63.8% | $4,296-83.5% |
| Admin fee / account holder | $3,604 | $2,428+48.5% | $2,829+27.4% | $6,918-47.9% |