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 | $27,693 | $60,124-53.9% | $90,404-69.4% | $79,858-65.3% |
| Participation rate | 62.3% | 65.0%-2.7pp | 72.7%-10.4pp | 69.6%-7.3pp |
| Annual return | 6.59% | 71.94%-65.4pp | 1293.02%-1286.4pp | 31.71%-25.1pp |
| Employer contribution / active EE | $946 | $2,068-54.2% | $3,262-71.0% | $2,471-61.7% |
| Participant deferral / active EE | $1,611 | $2,938-45.2% | $3,963-59.4% | $3,740-56.9% |
| Admin fee / account holder | $1,439 | $3,976-63.8% | $5,611-74.4% | $5,306-72.9% |