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 | $19,037 | $55,415-65.6% | $155,509-87.8% | $74,495-74.4% |
| Participation rate | 43.6% | 61.9%-18.3pp | 78.2%-34.5pp | 67.2%-23.6pp |
| Annual return | 7.60% | 268.50%-260.9pp | 64.67%-57.1pp | 1364.94%-1357.3pp |
| Employer contribution / active EE | $747 | $2,267-67.1% | $4,672-84.0% | $2,623-71.5% |
| Participant deferral / active EE | $1,276 | $2,836-55.0% | $5,626-77.3% | $4,346-70.6% |
| Admin fee / account holder | $1,188 | $1,738-31.7% | $15,912-92.5% | $1,942-38.8% |