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 | $25,914 | $159,602-83.8% | $150,045-82.7% | $142,382-81.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 11.52% | 70.24%-58.7pp | 62.55%-51.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,374 | $4,961-72.3% | $4,693-70.7% | $4,299-68.0% |
| Participant deferral / active EE | $3,892 | $8,310-53.2% | $7,997-51.3% | $6,507-40.2% |
| Admin fee / account holder | $3,325 | $14,846-77.6% | $13,435-75.2% | $12,624-73.7% |