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 | $42,903 | $49,915-14.0% | $154,803-72.3% | $74,304-42.3% |
| Participation rate | 11.4% | 54.0%-42.6pp | 78.1%-66.7pp | 60.3%-49.0pp |
| Annual return | 9.00% | 34.06%-25.1pp | 58.88%-49.9pp | 29.43%-20.4pp |
| Employer contribution / active EE | $264 | $1,611-83.6% | $4,305-93.9% | $2,241-88.2% |
| Participant deferral / active EE | $1,103 | $2,255-51.1% | $5,540-80.1% | $3,767-70.7% |
| Admin fee / account holder | $4,069 | $2,189+85.9% | $14,329-71.6% | $2,969+37.1% |