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 | $46,340 | $86,286-46.3% | $111,297-58.4% | $85,850-46.0% |
| Participation rate | 30.8% | 73.3%-42.6pp | 77.3%-46.5pp | 69.3%-38.5pp |
| Annual return | 9.08% | 19.99%-10.9pp | 54.65%-45.6pp | 318.53%-309.5pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,568 | $3,641-29.5% | $4,487-42.8% | $3,952-35.0% |
| Admin fee / account holder | $7,709 | $8,188-5.9% | $7,964-3.2% | $6,260+23.1% |