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 7-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 | $47,902 | $54,705-12.4% | $71,209-32.7% | $84,808-43.5% |
| Participation rate | 41.2% | 64.1%-22.9pp | 73.8%-32.6pp | 68.3%-27.1pp |
| Annual return | 12.15% | 35.90%-23.7pp | 282.51%-270.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,536 | $2,158-28.8% | $2,721-43.6% | $2,631-41.6% |
| Participant deferral / active EE | $4,222 | $3,030+39.3% | $4,175+1.1% | $4,212+0.2% |
| Admin fee / account holder | $6,744 | $4,863+38.7% | $5,349+26.1% | $7,344-8.2% |