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 7-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 | $30,810 | $48,230-36.1% | $67,502-54.4% | $80,856-61.9% |
| Participation rate | 27.8% | 66.4%-38.6pp | 72.9%-45.1pp | 67.6%-39.9pp |
| Annual return | 9.44% | 18.28%-8.8pp | 3512.12%-3502.7pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,219 | $2,020-39.7% | $2,731-55.4% | $2,755-55.8% |
| Participant deferral / active EE | $1,607 | $2,924-45.0% | $4,000-59.8% | $4,296-62.6% |
| Admin fee / account holder | $678 | $3,681-81.6% | $3,998-83.0% | $6,918-90.2% |