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 | $20,220 | $29,660-31.8% | $56,411-64.2% | $80,856-75.0% |
| Participation rate | 15.4% | 41.6%-26.3pp | 52.5%-37.1pp | 67.6%-52.3pp |
| Annual return | 10.28% | 35.23%-24.9pp | 1701.33%-1691.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $203 | $669-69.6% | $1,039-80.4% | $2,755-92.6% |
| Participant deferral / active EE | $339 | $1,226-72.3% | $1,952-82.6% | $4,296-92.1% |
| Admin fee / account holder | $5,698 | $2,428+134.7% | $2,829+101.4% | $6,918-17.6% |