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 | $12,464 | $96,305-87.1% | $80,569-84.5% | $139,434-91.1% |
| Participation rate | 23.8% | 73.6%-49.8pp | 67.0%-43.2pp | 80.3%-56.5pp |
| Annual return | 1.87% | 1350.08%-1348.2pp | 935.43%-933.6pp | 372.94%-371.1pp |
| Employer contribution / active EE | $596 | $3,262-81.7% | $2,723-78.1% | $4,751-87.5% |
| Participant deferral / active EE | $907 | $5,232-82.7% | $4,447-79.6% | $6,710-86.5% |
| Admin fee / account holder | $5,362 | $6,599-18.7% | $5,377-0.3% | $11,403-53.0% |