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 6-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 | $34,355 | $30,400+13.0% | $53,898-36.3% | $84,808-59.5% |
| Participation rate | 37.7% | 46.4%-8.7pp | 55.0%-17.2pp | 68.3%-30.6pp |
| Annual return | 14.01% | 500.19%-486.2pp | 528.60%-514.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $421 | $603-30.1% | $932-54.8% | $2,631-84.0% |
| Participant deferral / active EE | $2,072 | $1,199+72.9% | $1,826+13.5% | $4,212-50.8% |
| Admin fee / account holder | $2,837 | $1,993+42.3% | $2,491+13.9% | $7,344-61.4% |