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 | $29,247 | $81,460-64.1% | $103,333-71.7% | $80,856-63.8% |
| Participation rate | 56.8% | 66.8%-10.1pp | 74.5%-17.8pp | 67.6%-10.9pp |
| Annual return | 3.52% | 25.55%-22.0pp | 24.88%-21.4pp | 35.59%-32.1pp |
| Employer contribution / active EE | $2,067 | $3,105-33.4% | $3,868-46.6% | $2,755-25.0% |
| Participant deferral / active EE | $3,099 | $3,869-19.9% | $5,057-38.7% | $4,296-27.9% |
| Admin fee / account holder | $4,864 | $6,566-25.9% | $8,355-41.8% | $6,918-29.7% |