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 | $44,960-27.0% | $84,966-61.4% | $74,495-56.0% |
| Participation rate | 28.8% | 49.4%-20.5pp | 67.5%-38.7pp | 67.2%-38.4pp |
| Annual return | 5.87% | 26.24%-20.4pp | 66.38%-60.5pp | 1364.94%-1359.1pp |
| Employer contribution / active EE | $628 | $1,457-56.9% | $2,727-77.0% | $2,623-76.1% |
| Participant deferral / active EE | $997 | $2,731-63.5% | $4,519-77.9% | $4,346-77.1% |
| Admin fee / account holder | $1,088 | $2,209-50.8% | $6,149-82.3% | $1,942-44.0% |