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 | $26,285 | $80,717-67.4% | $154,803-83.0% | $84,808-69.0% |
| Participation rate | 32.3% | 66.8%-34.6pp | 78.1%-45.8pp | 68.3%-36.1pp |
| Annual return | 13.05% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $622 | $2,761-77.5% | $4,305-85.6% | $2,631-76.4% |
| Participant deferral / active EE | $1,374 | $3,303-58.4% | $5,540-75.2% | $4,212-67.4% |
| Admin fee / account holder | $2,706 | $6,746-59.9% | $14,329-81.1% | $7,344-63.2% |