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 7-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 | $49,818 | $81,208-38.7% | $98,907-49.6% | $79,858-37.6% |
| Participation rate | 53.3% | 72.5%-19.2pp | 76.0%-22.7pp | 69.6%-16.3pp |
| Annual return | 8.86% | 60.99%-52.1pp | 196.43%-187.6pp | 31.71%-22.9pp |
| Employer contribution / active EE | $438 | $1,960-77.6% | $2,689-83.7% | $2,471-82.3% |
| Participant deferral / active EE | $1,609 | $3,265-50.7% | $4,244-62.1% | $3,740-57.0% |
| Admin fee / account holder | $9,489 | $6,013+57.8% | $6,642+42.9% | $5,306+78.8% |