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 | $55,075 | $78,422-29.8% | $95,952-42.6% | $79,858-31.0% |
| Participation rate | 63.2% | 73.5%-10.3pp | 77.1%-13.9pp | 69.6%-6.5pp |
| Annual return | 8.93% | 19.37%-10.4pp | 91.61%-82.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,387 | $1,945-28.7% | $2,541-45.4% | $2,471-43.9% |
| Participant deferral / active EE | $2,428 | $3,440-29.4% | $4,167-41.7% | $3,740-35.1% |
| Admin fee / account holder | $1,439 | $5,622-74.4% | $6,795-78.8% | $5,306-72.9% |