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 | $36,254 | $54,705-33.7% | $71,209-49.1% | $84,808-57.3% |
| Participation rate | 25.8% | 64.1%-38.3pp | 73.8%-47.9pp | 68.3%-42.5pp |
| Annual return | 10.18% | 35.90%-25.7pp | 282.51%-272.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $688 | $2,158-68.1% | $2,721-74.7% | $2,631-73.9% |
| Participant deferral / active EE | $984 | $3,030-67.5% | $4,175-76.4% | $4,212-76.6% |
| Admin fee / account holder | $1,500 | $4,863-69.1% | $5,349-71.9% | $7,344-79.6% |