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 6-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 | $38,228 | $148,534-74.3% | $135,903-71.9% | $139,434-72.6% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 9.55% | 79.19%-69.6pp | 68.23%-58.7pp | 372.94%-363.4pp |
| Employer contribution / active EE | $2,174 | $5,243-58.5% | $4,856-55.2% | $4,751-54.2% |
| Participant deferral / active EE | $5,944 | $8,100-26.6% | $7,758-23.4% | $6,710-11.4% |
| Admin fee / account holder | $4,560 | $12,400-63.2% | $10,762-57.6% | $11,403-60.0% |