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 | $48,021 | $90,348-46.8% | $75,972-36.8% | $145,922-67.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 7.95% | 620.88%-612.9pp | 359.55%-351.6pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,074 | $3,311-67.6% | $2,685-60.0% | $4,660-76.9% |
| Participant deferral / active EE | $2,282 | $5,162-55.8% | $4,255-46.4% | $6,688-65.9% |
| Admin fee / account holder | $1,802 | $8,467-78.7% | $6,467-72.1% | $13,397-86.6% |