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 | $64,073 | $77,503-17.3% | $100,391-36.2% | $80,856-20.8% |
| Participation rate | 64.9% | 76.9%-12.1pp | 81.5%-16.6pp | 67.6%-2.7pp |
| Annual return | 9.56% | 37.20%-27.6pp | 49.20%-39.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $3,964 | $2,801+41.5% | $3,942+0.6% | $2,755+43.9% |
| Participant deferral / active EE | $7,536 | $6,820+10.5% | $8,082-6.7% | $4,296+75.4% |
| Admin fee / account holder | $927 | $5,897-84.3% | $7,899-88.3% | $6,918-86.6% |