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 | $18,326 | $49,227-62.8% | $70,449-74.0% | $79,858-77.1% |
| Participation rate | 69.2% | 69.2%+0.1pp | 75.1%-5.8pp | 69.6%-0.4pp |
| Annual return | 3.52% | 30.06%-26.5pp | 109.03%-105.5pp | 31.71%-28.2pp |
| Employer contribution / active EE | $913 | $2,099-56.5% | $2,737-66.7% | $2,471-63.1% |
| Participant deferral / active EE | $1,938 | $2,768-30.0% | $3,709-47.7% | $3,740-48.2% |
| Admin fee / account holder | $2,022 | $2,878-29.8% | $3,845-47.4% | $5,306-61.9% |