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 | $59,409 | $169,032-64.9% | $129,207-54.0% | $145,922-59.3% |
| Participation rate | 23.1% | 76.4%-53.4pp | 69.6%-46.5pp | 80.3%-57.2pp |
| Annual return | 7.52% | 14330.11%-14322.6pp | 9417.33%-9409.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $403 | $5,537-92.7% | $4,153-90.3% | $4,660-91.3% |
| Participant deferral / active EE | $1,645 | $4,987-67.0% | $4,168-60.5% | $6,688-75.4% |
| Admin fee / account holder | $834 | $9,954-91.6% | $7,715-89.2% | $13,397-93.8% |