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 | $53,319 | $111,754-52.3% | $103,333-48.4% | $145,922-63.5% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 7.63% | 24.77%-17.1pp | 24.88%-17.2pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,583 | $4,212-62.4% | $3,868-59.1% | $4,660-66.0% |
| Participant deferral / active EE | $3,527 | $5,619-37.2% | $5,057-30.3% | $6,688-47.3% |
| Admin fee / account holder | $476 | $9,750-95.1% | $8,355-94.3% | $13,397-96.4% |