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 | $35,937 | $117,841-69.5% | $102,423-64.9% | $145,922-75.4% |
| Participation rate | 56.3% | 78.6%-22.3pp | 76.5%-20.2pp | 80.3%-24.0pp |
| Annual return | 8.17% | 31.65%-23.5pp | 29.32%-21.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $930 | $3,615-74.3% | $3,023-69.3% | $4,660-80.1% |
| Participant deferral / active EE | $3,221 | $5,731-43.8% | $5,053-36.2% | $6,688-51.8% |
| Admin fee / account holder | $4,550 | $13,326-65.9% | $9,451-51.9% | $13,397-66.0% |