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 | $34,574 | $74,888-53.8% | $71,209-51.4% | $142,382-75.7% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 12.92% | 345.14%-332.2pp | 282.51%-269.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,802 | $2,854-36.9% | $2,721-33.8% | $4,299-58.1% |
| Participant deferral / active EE | $6,421 | $4,454+44.1% | $4,175+53.8% | $6,507-1.3% |
| Admin fee / account holder | $12,975 | $5,568+133.0% | $5,349+142.6% | $12,624+2.8% |