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 | $24,730+28.9% | $66,042-51.7% | $84,808-62.4% |
| Participation rate | 19.5% | 68.1%-48.6pp | 67.5%-48.0pp | 68.3%-48.8pp |
| Annual return | 12.11% | 79.55%-67.4pp | 52.11%-40.0pp | 40.90%-28.8pp |
| Employer contribution / active EE | $471 | $857-45.0% | $1,579-70.2% | $2,631-82.1% |
| Participant deferral / active EE | $757 | $1,737-56.4% | $2,835-73.3% | $4,212-82.0% |
| Admin fee / account holder | $8,723 | $3,014+189.4% | $5,747+51.8% | $7,344+18.8% |