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 | $18,261 | $53,822-66.1% | $75,696-75.9% | $85,850-78.7% |
| Participation rate | 20.4% | 69.1%-48.7pp | 74.8%-54.4pp | 69.3%-48.9pp |
| Annual return | 11.91% | 24.54%-12.6pp | 104.53%-92.6pp | 318.53%-306.6pp |
| Employer contribution / active EE | $535 | $2,017-73.5% | $2,743-80.5% | $2,565-79.1% |
| Participant deferral / active EE | $1,023 | $2,895-64.7% | $3,821-73.2% | $3,952-74.1% |
| Admin fee / account holder | $5,018 | $3,343+50.1% | $3,619+38.7% | $6,260-19.8% |