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 | $82,995 | $101,724-18.4% | $164,813-49.6% | $80,856+2.6% |
| Participation rate | 43.2% | 71.8%-28.6pp | 78.6%-35.4pp | 67.6%-24.4pp |
| Annual return | 4.70% | 16.72%-12.0pp | 69.93%-65.2pp | 35.59%-30.9pp |
| Employer contribution / active EE | $1,788 | $2,953-39.5% | $4,341-58.8% | $2,755-35.1% |
| Participant deferral / active EE | $2,313 | $4,477-48.3% | $6,031-61.6% | $4,296-46.2% |
| Admin fee / account holder | $130,782 | $8,227+1489.6% | $12,690+930.6% | $6,918+1790.5% |