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 | $46,361 | $55,415-16.3% | $155,509-70.2% | $74,495-37.8% |
| Participation rate | 46.4% | 61.9%-15.5pp | 78.2%-31.8pp | 67.2%-20.8pp |
| Annual return | 9.26% | 268.50%-259.2pp | 64.67%-55.4pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $708 | $2,267-68.8% | $4,672-84.9% | $2,623-73.0% |
| Participant deferral / active EE | $1,643 | $2,836-42.1% | $5,626-70.8% | $4,346-62.2% |
| Admin fee / account holder | $2,937 | $1,738+68.9% | $15,912-81.5% | $1,942+51.2% |