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 | $54,991 | $58,208-5.5% | $81,812-32.8% | $80,856-32.0% |
| Participation rate | 32.9% | 63.4%-30.5pp | 72.3%-39.5pp | 67.6%-34.8pp |
| Annual return | 9.56% | 41.66%-32.1pp | 773.79%-764.2pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,887 | $2,340-19.3% | $2,912-35.2% | $2,755-31.5% |
| Participant deferral / active EE | $2,303 | $3,281-29.8% | $4,319-46.7% | $4,296-46.4% |
| Admin fee / account holder | $7,040 | $4,981+41.3% | $7,386-4.7% | $6,918+1.8% |