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 | $71,528 | $95,416-25.0% | $185,823-61.5% | $85,850-16.7% |
| Participation rate | 44.7% | 68.8%-24.0pp | 81.7%-37.0pp | 69.3%-24.6pp |
| Annual return | 10.00% | 23.59%-13.6pp | 122.05%-112.0pp | 318.53%-308.5pp |
| Employer contribution / active EE | $383 | $3,314-88.4% | $5,167-92.6% | $2,565-85.1% |
| Participant deferral / active EE | $3,065 | $3,423-10.5% | $5,568-45.0% | $3,952-22.4% |
| Admin fee / account holder | $31,300 | $7,213+334.0% | $16,237+92.8% | $6,260+400.0% |