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 | $43,020 | $50,972-15.6% | $88,538-51.4% | $72,985-41.1% |
| Participation rate | 32.0% | 63.4%-31.4pp | 68.7%-36.7pp | 69.5%-37.5pp |
| Annual return | 9.75% | 29.62%-19.9pp | 43.64%-33.9pp | 81.00%-71.2pp |
| Employer contribution / active EE | $1,485 | $1,475+0.7% | $2,098-29.2% | $2,440-39.1% |
| Participant deferral / active EE | $2,371 | $2,230+6.3% | $2,914-18.6% | $3,607-34.3% |
| Admin fee / account holder | $7,522 | $3,230+132.9% | $4,310+74.5% | $5,124+46.8% |