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 | $39,966 | $31,310+27.6% | $53,898-25.8% | $74,304-46.2% |
| Participation rate | 23.4% | 30.7%-7.3pp | 55.0%-31.6pp | 60.3%-37.0pp |
| Annual return | 14.22% | 23.16%-8.9pp | 528.60%-514.4pp | 29.43%-15.2pp |
| Employer contribution / active EE | $672 | $450+49.4% | $932-27.9% | $2,241-70.0% |
| Participant deferral / active EE | $1,011 | $934+8.2% | $1,826-44.6% | $3,767-73.2% |
| Admin fee / account holder | $2,117 | $2,175-2.7% | $2,491-15.0% | $2,969-28.7% |