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 | $78,668 | $227,553-65.4% | $189,557-58.5% | $167,490-53.0% |
| Participation rate | 43.8% | 82.5%-38.7pp | 78.4%-34.7pp | 82.1%-38.4pp |
| Annual return | 5.49% | 78.40%-72.9pp | 64.17%-58.7pp | 478.56%-473.1pp |
| Employer contribution / active EE | $1,415 | $5,316-73.4% | $4,412-67.9% | $4,837-70.8% |
| Participant deferral / active EE | $3,118 | $7,002-55.5% | $6,174-49.5% | $6,341-50.8% |
| Admin fee / account holder | $2,286 | $11,878-80.8% | $9,807-76.7% | $12,309-81.4% |