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 | $157,244 | $159,901-1.7% | $146,958+7.0% | $145,922+7.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.40% | 98.13%-88.7pp | 418.34%-408.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,913 | $5,286-63.8% | $4,933-61.2% | $4,660-58.9% |
| Participant deferral / active EE | $5,597 | $8,428-33.6% | $8,070-30.6% | $6,688-16.3% |
| Admin fee / account holder | $829 | $15,044-94.5% | $12,998-93.6% | $13,397-93.8% |