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 9-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 | $21,768 | $60,323-63.9% | $81,812-73.4% | $74,495-70.8% |
| Participation rate | 38.0% | 62.9%-24.9pp | 72.3%-34.4pp | 67.2%-29.2pp |
| Annual return | 3.63% | 16.90%-13.3pp | 773.79%-770.2pp | 1364.94%-1361.3pp |
| Employer contribution / active EE | $744 | $2,620-71.6% | $2,912-74.5% | $2,623-71.6% |
| Participant deferral / active EE | $1,078 | $3,387-68.2% | $4,319-75.0% | $4,346-75.2% |
| Admin fee / account holder | $436 | $1,486-70.7% | $7,386-94.1% | $1,942-77.6% |