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 7-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 | $57,215 | $54,705+4.6% | $71,209-19.7% | $84,808-32.5% |
| Participation rate | 45.9% | 64.1%-18.1pp | 73.8%-27.8pp | 68.3%-22.4pp |
| Annual return | 12.52% | 35.90%-23.4pp | 282.51%-270.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,382 | $2,158-35.9% | $2,721-49.2% | $2,631-47.5% |
| Participant deferral / active EE | $3,684 | $3,030+21.6% | $4,175-11.8% | $4,212-12.5% |
| Admin fee / account holder | $1,514 | $4,863-68.9% | $5,349-71.7% | $7,344-79.4% |