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 | $32,810 | $44,984-27.1% | $85,009-61.4% | $74,546-56.0% |
| Participation rate | 28.8% | 49.4%-20.5pp | 67.5%-38.7pp | 67.2%-38.4pp |
| Annual return | 5.87% | 26.25%-20.4pp | 66.47%-60.6pp | 1366.03%-1360.2pp |
| Employer contribution / active EE | $628 | $1,458-57.0% | $2,728-77.0% | $2,624-76.1% |
| Participant deferral / active EE | $997 | $2,733-63.5% | $4,522-78.0% | $4,347-77.1% |
| Admin fee / account holder | $1,088 | $2,208-50.7% | $6,153-82.3% | $1,944-44.0% |