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 | $60,913 | $78,705-22.6% | $117,854-48.3% | $70,131-13.1% |
| Participation rate | 67.9% | 73.2%-5.3pp | 79.7%-11.8pp | 69.5%-1.7pp |
| Annual return | 9.14% | 23.30%-14.2pp | 335.08%-325.9pp | 73.14%-64.0pp |
| Employer contribution / active EE | $1,474 | $2,223-33.7% | $3,786-61.1% | $2,342-37.1% |
| Participant deferral / active EE | $6,559 | $3,297+98.9% | $4,482+46.4% | $3,332+96.9% |
| Admin fee / account holder | $56,725 | $5,065+1019.9% | $8,020+607.3% | $4,645+1121.1% |