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 | $25,663 | $69,207-62.9% | $64,056-59.9% | $139,434-81.6% |
| Participation rate | 21.7% | 75.6%-53.9pp | 72.3%-50.6pp | 80.3%-58.6pp |
| Annual return | -0.97% | 45.88%-46.9pp | 33.69%-34.7pp | 372.94%-373.9pp |
| Employer contribution / active EE | $443 | $3,182-86.1% | $2,747-83.9% | $4,751-90.7% |
| Participant deferral / active EE | $3,055 | $4,682-34.7% | $3,880-21.3% | $6,710-54.5% |
| Admin fee / account holder | $10,357 | $4,244+144.0% | $3,068+237.6% | $11,403-9.2% |