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 | $130,146 | $176,056-26.1% | $159,436-18.4% | $167,490-22.3% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 8.10% | 331.75%-323.6pp | 263.57%-255.5pp | 478.56%-470.5pp |
| Employer contribution / active EE | $1,169 | $5,297-77.9% | $4,829-75.8% | $4,837-75.8% |
| Participant deferral / active EE | $3,548 | $7,750-54.2% | $7,352-51.7% | $6,341-44.0% |
| Admin fee / account holder | $1,115 | $12,554-91.1% | $10,799-89.7% | $12,309-90.9% |