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 9-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 | $16,811 | $77,899-78.4% | $149,673-88.8% | $75,163-77.6% |
| Participation rate | 28.6% | 65.6%-37.0pp | 78.8%-50.2pp | 67.2%-38.6pp |
| Annual return | 12.93% | 31.72%-18.8pp | 134.42%-121.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $602 | $3,137-80.8% | $4,818-87.5% | $2,670-77.4% |
| Participant deferral / active EE | $1,070 | $3,411-68.6% | $5,680-81.2% | $4,125-74.1% |
| Admin fee / account holder | $3,669 | $5,956-38.4% | $13,210-72.2% | $5,651-35.1% |