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 | $27,288 | $29,660-8.0% | $56,411-51.6% | $80,856-66.3% |
| Participation rate | 18.5% | 41.6%-23.1pp | 52.5%-33.9pp | 67.6%-49.1pp |
| Annual return | 9.92% | 35.23%-25.3pp | 1701.33%-1691.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $314 | $669-53.0% | $1,039-69.7% | $2,755-88.6% |
| Participant deferral / active EE | $1,499 | $1,226+22.3% | $1,952-23.2% | $4,296-65.1% |
| Admin fee / account holder | $1,421 | $2,428-41.5% | $2,829-49.8% | $6,918-79.5% |