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 | $63,655 | $71,050-10.4% | $93,606-32.0% | $80,856-21.3% |
| Participation rate | 41.2% | 60.4%-19.2pp | 68.7%-27.5pp | 67.6%-26.5pp |
| Annual return | 9.88% | 11.26%-1.4pp | 133.20%-123.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $900 | $1,564-42.4% | $2,420-62.8% | $2,755-67.3% |
| Participant deferral / active EE | $2,782 | $4,034-31.0% | $4,411-36.9% | $4,296-35.2% |
| Admin fee / account holder | $2,518 | $6,945-63.7% | $8,285-69.6% | $6,918-63.6% |