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 | $32,047 | $29,051+10.3% | $52,425-38.9% | $67,986-52.9% |
| Participation rate | 7.6% | 30.4%-22.9pp | 55.6%-48.0pp | 57.2%-49.6pp |
| Annual return | 13.86% | 24.00%-10.1pp | 302.12%-288.3pp | 31.67%-17.8pp |
| Employer contribution / active EE | $237 | $412-42.4% | $914-74.0% | $2,019-88.2% |
| Participant deferral / active EE | $385 | $873-55.9% | $1,790-78.5% | $3,358-88.5% |
| Admin fee / account holder | $597 | $2,113-71.7% | $2,495-76.1% | $3,203-81.4% |