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 | $56,376 | $65,041-13.3% | $90,951-38.0% | $79,858-29.4% |
| Participation rate | 48.3% | 61.6%-13.3pp | 69.0%-20.7pp | 69.6%-21.3pp |
| Annual return | 7.26% | 30.45%-23.2pp | 134.60%-127.3pp | 31.71%-24.5pp |
| Employer contribution / active EE | $925 | $1,247-25.8% | $2,122-56.4% | $2,471-62.5% |
| Participant deferral / active EE | $1,293 | $2,512-48.5% | $3,373-61.7% | $3,740-65.4% |
| Admin fee / account holder | $1,739 | $4,536-61.7% | $5,959-70.8% | $5,306-67.2% |