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 | $44,112 | $92,971-52.6% | $96,683-54.4% | $74,419-40.7% |
| Participation rate | 28.8% | 71.5%-42.7pp | 74.3%-45.5pp | 70.7%-41.9pp |
| Annual return | 11.48% | 37.49%-26.0pp | 35.69%-24.2pp | 34.38%-22.9pp |
| Employer contribution / active EE | $1,162 | $3,426-66.1% | $3,737-68.9% | $2,637-56.0% |
| Participant deferral / active EE | $2,909 | $3,970-26.7% | $4,878-40.4% | $4,528-35.8% |
| Admin fee / account holder | $2,053 | $633+224.5% | $6,730-69.5% | $348+490.3% |