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 | $26,411 | $74,888-64.7% | $71,209-62.9% | $142,382-81.5% |
| Participation rate | 38.5% | 76.2%-37.8pp | 73.8%-35.3pp | 80.1%-41.7pp |
| Annual return | 10.68% | 345.14%-334.5pp | 282.51%-271.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $637 | $2,854-77.7% | $2,721-76.6% | $4,299-85.2% |
| Participant deferral / active EE | $1,433 | $4,454-67.8% | $4,175-65.7% | $6,507-78.0% |
| Admin fee / account holder | $1,216 | $5,568-78.2% | $5,349-77.3% | $12,624-90.4% |