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 | $36,708 | $202,432-81.9% | $169,368-78.3% | $139,434-73.7% |
| Participation rate | 54.5% | 81.1%-26.5pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 7.39% | 531.74%-524.4pp | 405.60%-398.2pp | 372.94%-365.6pp |
| Employer contribution / active EE | $1,242 | $4,692-73.5% | $4,013-69.0% | $4,751-73.9% |
| Participant deferral / active EE | $4,589 | $6,938-33.9% | $6,221-26.2% | $6,710-31.6% |
| Admin fee / account holder | $2,921 | $10,708-72.7% | $9,003-67.6% | $11,403-74.4% |