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 | $20,392 | $63,346-67.8% | $92,233-77.9% | $70,131-70.9% |
| Participation rate | 23.6% | 68.7%-45.1pp | 76.5%-52.9pp | 69.5%-45.9pp |
| Annual return | 12.21% | 530.12%-517.9pp | 176.28%-164.1pp | 73.14%-60.9pp |
| Employer contribution / active EE | $714 | $2,471-71.1% | $3,679-80.6% | $2,342-69.5% |
| Participant deferral / active EE | $1,330 | $2,854-53.4% | $3,897-65.9% | $3,332-60.1% |
| Admin fee / account holder | $1,145 | $3,840-70.2% | $5,194-77.9% | $4,645-75.3% |