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 | $57,994 | $105,181-44.9% | $159,436-63.6% | $85,850-32.4% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.8%-13.9pp | 69.3%-0.3pp |
| Annual return | 7.37% | 45.07%-37.7pp | 263.57%-256.2pp | 318.53%-311.2pp |
| Employer contribution / active EE | $642 | $3,318-80.7% | $4,829-86.7% | $2,565-75.0% |
| Participant deferral / active EE | $5,211 | $5,945-12.3% | $7,352-29.1% | $3,952+31.9% |
| Admin fee / account holder | $1,911 | $6,933-72.4% | $10,799-82.3% | $6,260-69.5% |