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 | $53,930 | $58,208-7.3% | $81,812-34.1% | $80,856-33.3% |
| Participation rate | 46.2% | 63.4%-17.3pp | 72.3%-26.2pp | 67.6%-21.5pp |
| Annual return | 9.93% | 41.66%-31.7pp | 773.79%-763.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,080 | $3,281-6.1% | $4,319-28.7% | $4,296-28.3% |
| Admin fee / account holder | $1,143 | $4,981-77.1% | $7,386-84.5% | $6,918-83.5% |