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 | $44,295 | $165,335-73.2% | $149,696-70.4% | $158,922-72.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 0.37% | 348.15%-347.8pp | 276.60%-276.2pp | 302.83%-302.5pp |
| Employer contribution / active EE | $1,470 | $5,103-71.2% | $4,644-68.3% | $4,761-69.1% |
| Participant deferral / active EE | $5,466 | $7,181-23.9% | $6,842-20.1% | $5,982-8.6% |
| Admin fee / account holder | $1,162 | $10,807-89.2% | $9,309-87.5% | $11,246-89.7% |