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 | $61,392 | $176,812-65.3% | $146,665-58.1% | $167,490-63.3% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 8.13% | 24.03%-15.9pp | 22.74%-14.6pp | 478.56%-470.4pp |
| Employer contribution / active EE | $16,885 | $5,160+227.2% | $4,136+308.2% | $4,837+249.0% |
| Participant deferral / active EE | $8,327 | $6,440+29.3% | $5,506+51.2% | $6,341+31.3% |
| Admin fee / account holder | $1,254 | $13,259-90.5% | $10,280-87.8% | $12,309-89.8% |