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 | $52,802 | $111,754-52.8% | $103,333-48.9% | $145,922-63.8% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.1pp |
| Annual return | 7.82% | 24.77%-17.0pp | 24.88%-17.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,720 | $4,212-59.2% | $3,868-55.5% | $4,660-63.1% |
| Participant deferral / active EE | $4,073 | $5,619-27.5% | $5,057-19.5% | $6,688-39.1% |
| Admin fee / account holder | $5,602 | $9,750-42.5% | $8,355-33.0% | $13,397-58.2% |