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 | $48,571 | $83,902-42.1% | $167,512-71.0% | $84,808-42.7% |
| Participation rate | 56.8% | 66.5%-9.7pp | 77.1%-20.3pp | 68.3%-11.6pp |
| Annual return | 12.54% | 91.55%-79.0pp | 1615.79%-1603.3pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,347 | $2,264-40.5% | $3,882-65.3% | $2,631-48.8% |
| Participant deferral / active EE | $3,429 | $4,442-22.8% | $6,405-46.5% | $4,212-18.6% |
| Admin fee / account holder | $7,249 | $7,915-8.4% | $9,769-25.8% | $7,344-1.3% |