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 | $71,381 | $72,492-1.5% | $87,100-18.0% | $72,985-2.2% |
| Participation rate | 49.0% | 72.8%-23.8pp | 76.9%-27.9pp | 69.5%-20.5pp |
| Annual return | 15.22% | 24.46%-9.2pp | 28.19%-13.0pp | 81.00%-65.8pp |
| Employer contribution / active EE | $1,037 | $1,894-45.2% | $2,521-58.9% | $2,440-57.5% |
| Participant deferral / active EE | $1,894 | $3,270-42.1% | $4,049-53.2% | $3,607-47.5% |
| Admin fee / account holder | $589 | $5,055-88.4% | $7,497-92.1% | $5,124-88.5% |