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 | $84,696 | $105,181-19.5% | $159,436-46.9% | $85,850-1.3% |
| Participation rate | 42.6% | 75.8%-33.1pp | 82.8%-40.2pp | 69.3%-26.7pp |
| Annual return | 9.89% | 45.07%-35.2pp | 263.57%-253.7pp | 318.53%-308.6pp |
| Employer contribution / active EE | $1,235 | $3,318-62.8% | $4,829-74.4% | $2,565-51.8% |
| Participant deferral / active EE | $2,760 | $5,945-53.6% | $7,352-62.5% | $3,952-30.2% |
| Admin fee / account holder | $1,606 | $6,933-76.8% | $10,799-85.1% | $6,260-74.3% |