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 | $31,310+2.4% | $53,898-40.5% | $74,304-56.9% |
| Participation rate | 7.6% | 30.7%-23.1pp | 55.0%-47.4pp | 60.3%-52.8pp |
| Annual return | 13.86% | 23.16%-9.3pp | 528.60%-514.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $237 | $450-47.2% | $932-74.5% | $2,241-89.4% |
| Participant deferral / active EE | $385 | $934-58.8% | $1,826-78.9% | $3,767-89.8% |
| Admin fee / account holder | $597 | $2,175-72.5% | $2,491-76.0% | $2,969-79.9% |