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 6-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 | $50,082 | $117,841-57.5% | $102,423-51.1% | $145,922-65.7% |
| Participation rate | 22.7% | 78.6%-55.9pp | 76.5%-53.8pp | 80.3%-57.5pp |
| Annual return | 1.30% | 31.65%-30.3pp | 29.32%-28.0pp | 561.29%-560.0pp |
| Employer contribution / active EE | $2,553 | $3,615-29.4% | $3,023-15.6% | $4,660-45.2% |
| Participant deferral / active EE | $2,661 | $5,731-53.6% | $5,053-47.3% | $6,688-60.2% |
| Admin fee / account holder | $3,229 | $13,326-75.8% | $9,451-65.8% | $13,397-75.9% |