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 | $50,830 | $111,724-54.5% | $93,606-45.7% | $145,922-65.2% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 4.84% | 202.98%-198.1pp | 133.20%-128.4pp | 561.29%-556.4pp |
| Employer contribution / active EE | $1,053 | $3,090-65.9% | $2,420-56.5% | $4,660-77.4% |
| Participant deferral / active EE | $1,555 | $4,912-68.3% | $4,411-64.7% | $6,688-76.7% |
| Admin fee / account holder | $8,305 | $10,250-19.0% | $8,285+0.2% | $13,397-38.0% |