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 | $38,104 | $90,503-57.9% | $78,689-51.6% | $273,961-86.1% |
| Participation rate | 65.0% | 76.5%-11.5pp | 73.6%-8.6pp | 83.0%-18.0pp |
| Annual return | 1.86% | 75.60%-73.7pp | 62.18%-60.3pp | 41.45%-39.6pp |
| Employer contribution / active EE | $1,260 | $3,176-60.3% | $2,851-55.8% | $4,869-74.1% |
| Participant deferral / active EE | $1,575 | $3,901-59.6% | $3,517-55.2% | $5,287-70.2% |
| Admin fee / account holder | $405 | $5,263-92.3% | $4,510-91.0% | $10,132-96.0% |