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 | $58,060 | $102,317-43.3% | $146,958-60.5% | $80,856-28.2% |
| Participation rate | 48.7% | 75.8%-27.1pp | 82.2%-33.4pp | 67.6%-18.9pp |
| Annual return | 11.63% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,546 | $3,713-58.4% | $4,933-68.7% | $2,755-43.9% |
| Participant deferral / active EE | $3,783 | $6,644-43.1% | $8,070-53.1% | $4,296-11.9% |
| Admin fee / account holder | $1,153 | $7,941-85.5% | $12,998-91.1% | $6,918-83.3% |