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 | $48,567 | $68,547-29.1% | $120,354-59.6% | $80,856-39.9% |
| Participation rate | 34.4% | 61.6%-27.2pp | 71.9%-37.5pp | 67.6%-33.2pp |
| Annual return | 9.08% | 23.60%-14.5pp | 107.15%-98.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,298 | $2,051-36.7% | $3,463-62.5% | $2,755-52.9% |
| Participant deferral / active EE | $2,477 | $3,173-22.0% | $4,991-50.4% | $4,296-42.3% |
| Admin fee / account holder | $15,449 | $5,732+169.5% | $9,423+63.9% | $6,918+123.3% |