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 | $24,770 | $85,022-70.9% | $70,515-64.9% | $139,434-82.2% |
| Participation rate | 47.1% | 73.9%-26.9pp | 68.3%-21.3pp | 80.3%-33.3pp |
| Annual return | 8.16% | 30.38%-22.2pp | 32.77%-24.6pp | 372.94%-364.8pp |
| Employer contribution / active EE | $966 | $3,909-75.3% | $2,973-67.5% | $4,751-79.7% |
| Participant deferral / active EE | $1,377 | $5,890-76.6% | $4,567-69.8% | $6,710-79.5% |
| Admin fee / account holder | $2,144 | $8,906-75.9% | $6,412-66.6% | $11,403-81.2% |