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 9-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 | $52,658 | $81,248-35.2% | $155,509-66.1% | $80,856-34.9% |
| Participation rate | 55.2% | 66.2%-11.1pp | 78.2%-23.0pp | 67.6%-12.5pp |
| Annual return | 4.87% | 33.31%-28.4pp | 64.67%-59.8pp | 35.59%-30.7pp |
| Employer contribution / active EE | $2,964 | $3,100-4.4% | $4,672-36.6% | $2,755+7.6% |
| Participant deferral / active EE | $2,454 | $3,452-28.9% | $5,626-56.4% | $4,296-42.9% |
| Admin fee / account holder | $55,891 | $7,997+598.9% | $15,912+251.2% | $6,918+707.9% |