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 | $59,694 | $75,828-21.3% | $147,614-59.6% | $59,632+0.1% |
| Participation rate | 30.8% | 71.6%-40.8pp | 84.6%-53.9pp | 68.7%-37.9pp |
| Annual return | -2.99% | 0.37%-3.4pp | 61.98%-65.0pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $862 | $3,485-75.3% | $5,564-84.5% | $2,203-60.9% |
| Participant deferral / active EE | $2,305 | $3,130-26.4% | $4,895-52.9% | $3,192-27.8% |
| Admin fee / account holder | $3,376 | $5,985-43.6% | $11,611-70.9% | $4,297-21.4% |