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 6-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 | $66,222 | $102,317-35.3% | $146,958-54.9% | $80,856-18.1% |
| Participation rate | 29.0% | 75.8%-46.8pp | 82.2%-53.1pp | 67.6%-38.6pp |
| Annual return | 8.99% | 134.76%-125.8pp | 418.34%-409.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,013 | $3,713-72.7% | $4,933-79.5% | $2,755-63.2% |
| Participant deferral / active EE | $3,155 | $6,644-52.5% | $8,070-60.9% | $4,296-26.6% |
| Admin fee / account holder | $1,480 | $7,941-81.4% | $12,998-88.6% | $6,918-78.6% |