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 | $31,876 | $23,330+36.6% | $64,489-50.6% | $82,448-61.3% |
| Participation rate | 19.5% | 68.3%-48.8pp | 67.7%-48.2pp | 68.1%-48.6pp |
| Annual return | 12.11% | 83.66%-71.6pp | 55.03%-42.9pp | 41.64%-29.5pp |
| Employer contribution / active EE | $471 | $824-42.8% | $1,523-69.1% | $2,551-81.5% |
| Participant deferral / active EE | $757 | $1,707-55.6% | $2,778-72.7% | $4,139-81.7% |
| Admin fee / account holder | $8,723 | $2,946+196.1% | $4,260+104.8% | $7,234+20.6% |