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 7-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 | $33,256 | $102,317-67.5% | $146,958-77.4% | $80,856-58.9% |
| Participation rate | 64.1% | 75.8%-11.7pp | 82.2%-18.1pp | 67.6%-3.5pp |
| Annual return | 10.05% | 134.76%-124.7pp | 418.34%-408.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $5,474 | $3,713+47.4% | $4,933+11.0% | $2,755+98.7% |
| Participant deferral / active EE | $5,249 | $6,644-21.0% | $8,070-35.0% | $4,296+22.2% |
| Admin fee / account holder | $6,594 | $7,941-17.0% | $12,998-49.3% | $6,918-4.7% |