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 | $137,315 | $47,848+187.0% | $81,478+68.5% | $70,131+95.8% |
| Participation rate | 7.7% | 58.3%-50.6pp | 68.0%-60.3pp | 69.5%-61.8pp |
| Annual return | 5.60% | 27.25%-21.6pp | 38.78%-33.2pp | 73.14%-67.5pp |
| Employer contribution / active EE | $641 | $1,527-58.0% | $2,568-75.0% | $2,342-72.6% |
| Participant deferral / active EE | $1,385 | $2,453-43.6% | $3,537-60.8% | $3,332-58.4% |
| Admin fee / account holder | $1,624 | $3,145-48.4% | $4,561-64.4% | $4,645-65.0% |