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 | $31,589 | $91,190-65.4% | $178,490-82.3% | $79,858-60.4% |
| Participation rate | 14.3% | 69.2%-54.9pp | 81.9%-67.6pp | 69.6%-55.3pp |
| Annual return | 1.76% | 24.19%-22.4pp | 151.07%-149.3pp | 31.71%-30.0pp |
| Employer contribution / active EE | $472 | $3,256-85.5% | $5,011-90.6% | $2,471-80.9% |
| Participant deferral / active EE | $1,026 | $3,236-68.3% | $5,202-80.3% | $3,740-72.6% |
| Admin fee / account holder | $10,577 | $6,751+56.7% | $13,984-24.4% | $5,306+99.3% |