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 | $71,928 | $63,355+13.5% | $91,989-21.8% | $72,985-1.4% |
| Participation rate | 47.4% | 72.5%-25.1pp | 78.6%-31.3pp | 69.5%-22.1pp |
| Annual return | 18.25% | 35.35%-17.1pp | 69.02%-50.8pp | 81.00%-62.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,067 | $4,883-16.7% | $5,923-31.3% | $3,607+12.7% |
| Admin fee / account holder | $1,092 | $4,668-76.6% | $7,743-85.9% | $5,124-78.7% |