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 7-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 | $60,156 | $109,881-45.3% | $150,045-59.9% | $84,808-29.1% |
| Participation rate | 45.7% | 76.1%-30.4pp | 82.3%-36.7pp | 68.3%-22.7pp |
| Annual return | 11.87% | 28.25%-16.4pp | 62.55%-50.7pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,047 | $3,561-70.6% | $4,693-77.7% | $2,631-60.2% |
| Participant deferral / active EE | $2,923 | $6,636-56.0% | $7,997-63.5% | $4,212-30.6% |
| Admin fee / account holder | $10,687 | $8,568+24.7% | $13,435-20.5% | $7,344+45.5% |