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 7-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 | $48,345 | $105,181-54.0% | $159,436-69.7% | $85,850-43.7% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.6pp |
| Annual return | 11.86% | 45.07%-33.2pp | 263.57%-251.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $2,731 | $3,318-17.7% | $4,829-43.5% | $2,565+6.5% |
| Participant deferral / active EE | $7,137 | $5,945+20.1% | $7,352-2.9% | $3,952+80.6% |
| Admin fee / account holder | $3,740 | $6,933-46.1% | $10,799-65.4% | $6,260-40.2% |