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 | $51,638-29.8% | $68,368-47.0% | $82,448-56.0% |
| Participation rate | 25.8% | 63.6%-37.8pp | 73.8%-47.9pp | 68.1%-42.3pp |
| Annual return | 10.18% | 37.53%-27.4pp | 292.57%-282.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $688 | $2,047-66.4% | $2,649-74.0% | $2,551-73.0% |
| Participant deferral / active EE | $984 | $2,914-66.2% | $4,123-76.1% | $4,139-76.2% |
| Admin fee / account holder | $1,500 | $4,643-67.7% | $5,150-70.9% | $7,234-79.3% |