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 | $30,164 | $34,934-13.7% | $56,411-46.5% | $74,495-59.5% |
| Participation rate | 30.6% | 32.8%-2.2pp | 52.5%-21.8pp | 67.2%-36.6pp |
| Annual return | 8.85% | 25.94%-17.1pp | 1701.33%-1692.5pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $672 | $609+10.3% | $1,039-35.3% | $2,623-74.4% |
| Participant deferral / active EE | $981 | $1,170-16.2% | $1,952-49.7% | $4,346-77.4% |
| Admin fee / account holder | $1,411 | $2,364-40.3% | $2,829-50.1% | $1,942-27.3% |