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 | $96,174 | $117,983-18.5% | $101,794-5.5% | $142,382-32.5% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 9.88% | 36.92%-27.0pp | 30.53%-20.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,362 | $2,773-50.9% | $2,289-40.5% | $4,299-68.3% |
| Participant deferral / active EE | $4,242 | $4,714-10.0% | $4,084+3.9% | $6,507-34.8% |
| Admin fee / account holder | $487 | $10,433-95.3% | $8,777-94.5% | $12,624-96.1% |