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 | $34,055 | $202,318-83.2% | $172,739-80.3% | $152,861-77.7% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.4%-26.9pp |
| Annual return | 5.82% | 1029.65%-1023.8pp | 802.84%-797.0pp | 345.32%-339.5pp |
| Employer contribution / active EE | $1,321 | $5,856-77.4% | $5,143-74.3% | $4,762-72.3% |
| Participant deferral / active EE | $3,244 | $5,948-45.5% | $5,198-37.6% | $5,850-44.5% |
| Admin fee / account holder | $3,544 | $17,109-79.3% | $13,954-74.6% | $11,596-69.4% |