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 | $112,477 | $61,774+82.1% | $97,226+15.7% | $80,856+39.1% |
| Participation rate | 40.0% | 63.5%-23.5pp | 72.7%-32.7pp | 67.6%-27.6pp |
| Annual return | 8.42% | -557.90%+566.3pp | 75.13%-66.7pp | 35.59%-27.2pp |
| Employer contribution / active EE | $744 | $1,837-59.5% | $2,729-72.8% | $2,755-73.0% |
| Participant deferral / active EE | $3,249 | $3,029+7.3% | $4,264-23.8% | $4,296-24.4% |
| Admin fee / account holder | $2,096 | $5,166-59.4% | $5,654-62.9% | $6,918-69.7% |