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 9-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 | $55,258 | $102,317-46.0% | $146,958-62.4% | $80,856-31.7% |
| Participation rate | 68.3% | 75.8%-7.5pp | 82.2%-13.9pp | 67.6%+0.7pp |
| Annual return | 8.16% | 134.76%-126.6pp | 418.34%-410.2pp | 35.59%-27.4pp |
| Employer contribution / active EE | $2,320 | $3,713-37.5% | $4,933-53.0% | $2,755-15.8% |
| Participant deferral / active EE | $5,165 | $6,644-22.3% | $8,070-36.0% | $4,296+20.2% |
| Admin fee / account holder | $682 | $7,941-91.4% | $12,998-94.8% | $6,918-90.1% |