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 8-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 | $13,917 | $84,696-83.6% | $75,696-81.6% | $167,490-91.7% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.8%-6.4pp | 82.1%-13.7pp |
| Annual return | 8.26% | 199.36%-191.1pp | 104.53%-96.3pp | 478.56%-470.3pp |
| Employer contribution / active EE | $620 | $3,230-80.8% | $2,743-77.4% | $4,837-87.2% |
| Participant deferral / active EE | $4,439 | $4,580-3.1% | $3,821+16.2% | $6,341-30.0% |
| Admin fee / account holder | $990 | $5,355-81.5% | $3,619-72.6% | $12,309-92.0% |