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 8-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 | $131,584 | $177,572-25.9% | $154,803-15.0% | $142,382-7.6% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.1%-40.6pp | 80.1%-42.6pp |
| Annual return | 8.41% | 65.07%-56.7pp | 58.88%-50.5pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,585 | $4,810-67.1% | $4,305-63.2% | $4,299-63.1% |
| Participant deferral / active EE | $8,626 | $6,272+37.5% | $5,540+55.7% | $6,507+32.6% |
| Admin fee / account holder | $441 | $16,786-97.4% | $14,329-96.9% | $12,624-96.5% |