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 8-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 | $27,304 | $115,882-76.4% | $100,516-72.8% | $158,922-82.8% |
| Participation rate | 68.4% | 81.6%-13.2pp | 79.4%-11.0pp | 82.0%-13.5pp |
| Annual return | 6.07% | 34.79%-28.7pp | 30.89%-24.8pp | 302.83%-296.8pp |
| Employer contribution / active EE | $695 | $4,103-83.1% | $3,418-79.7% | $4,761-85.4% |
| Participant deferral / active EE | $2,667 | $6,674-60.0% | $6,270-57.5% | $5,982-55.4% |
| Admin fee / account holder | $4,399 | $10,995-60.0% | $8,081-45.6% | $11,246-60.9% |