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 8-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 | $57,371 | $157,256-63.5% | $141,162-59.4% | $152,861-62.5% |
| Participation rate | 30.8% | 84.8%-54.1pp | 82.5%-51.7pp | 82.4%-51.7pp |
| Annual return | 1.19% | 64.32%-63.1pp | 71.39%-70.2pp | 345.32%-344.1pp |
| Employer contribution / active EE | $1,250 | $5,261-76.2% | $4,735-73.6% | $4,762-73.8% |
| Participant deferral / active EE | $5,094 | $7,109-28.3% | $6,709-24.1% | $5,850-12.9% |
| Admin fee / account holder | $672 | $12,120-94.5% | $10,261-93.5% | $11,596-94.2% |