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 7-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 | $13,389 | $27,915-52.0% | $58,482-77.1% | $75,163-82.2% |
| Participation rate | 22.4% | 38.8%-16.4pp | 50.9%-28.4pp | 67.2%-44.8pp |
| Annual return | 13.76% | 44.20%-30.4pp | 4239.32%-4225.6pp | 160.62%-146.9pp |
| Employer contribution / active EE | $463 | $669-30.9% | $1,053-56.1% | $2,670-82.7% |
| Participant deferral / active EE | $812 | $1,201-32.4% | $1,924-57.8% | $4,125-80.3% |
| Admin fee / account holder | $1,657 | $1,726-4.0% | $2,516-34.1% | $5,651-70.7% |