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 | $129,203 | $86,286+49.7% | $111,297+16.1% | $85,850+50.5% |
| Participation rate | 48.1% | 73.3%-25.2pp | 77.3%-29.2pp | 69.3%-21.2pp |
| Annual return | 8.67% | 19.99%-11.3pp | 54.65%-46.0pp | 318.53%-309.9pp |
| Employer contribution / active EE | $557 | $2,043-72.7% | $2,731-79.6% | $2,565-78.3% |
| Participant deferral / active EE | $1,945 | $3,641-46.6% | $4,487-56.7% | $3,952-50.8% |
| Admin fee / account holder | $15,661 | $8,188+91.3% | $7,964+96.6% | $6,260+150.2% |