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 | $36,627 | $80,717-54.6% | $154,803-76.3% | $84,808-56.8% |
| Participation rate | 43.1% | 66.8%-23.7pp | 78.1%-34.9pp | 68.3%-25.2pp |
| Annual return | 12.53% | 37.96%-25.4pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,087 | $2,761-60.6% | $4,305-74.8% | $2,631-58.7% |
| Participant deferral / active EE | $1,880 | $3,303-43.1% | $5,540-66.1% | $4,212-55.4% |
| Admin fee / account holder | $1,216 | $6,746-82.0% | $14,329-91.5% | $7,344-83.4% |