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 | $10,102 | $88,751-88.6% | $81,812-87.7% | $145,922-93.1% |
| Participation rate | 39.1% | 75.0%-35.9pp | 72.3%-33.2pp | 80.3%-41.1pp |
| Annual return | 6.78% | 1025.40%-1018.6pp | 773.79%-767.0pp | 561.29%-554.5pp |
| Employer contribution / active EE | $339 | $3,083-89.0% | $2,912-88.4% | $4,660-92.7% |
| Participant deferral / active EE | $847 | $4,643-81.8% | $4,319-80.4% | $6,688-87.3% |
| Admin fee / account holder | $3,646 | $8,415-56.7% | $7,386-50.6% | $13,397-72.8% |