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 | $31,848 | $106,515-70.1% | $96,683-67.1% | $139,434-77.2% |
| Participation rate | 47.8% | 77.8%-30.0pp | 74.3%-26.5pp | 80.3%-32.5pp |
| Annual return | 9.56% | 38.43%-28.9pp | 35.69%-26.1pp | 372.94%-363.4pp |
| Employer contribution / active EE | $1,371 | $4,103-66.6% | $3,737-63.3% | $4,751-71.1% |
| Participant deferral / active EE | $3,638 | $5,454-33.3% | $4,878-25.4% | $6,710-45.8% |
| Admin fee / account holder | $4,210 | $7,877-46.5% | $6,730-37.4% | $11,403-63.1% |