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 | $84,199 | $111,535-24.5% | $105,223-20.0% | $137,256-38.7% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 8.15% | 237.85%-229.7pp | 180.65%-172.5pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,400 | $3,939-64.5% | $3,689-62.0% | $4,156-66.3% |
| Participant deferral / active EE | $4,211 | $5,500-23.4% | $5,072-17.0% | $6,407-34.3% |
| Admin fee / account holder | $6,099 | $9,721-37.3% | $8,859-31.2% | $12,270-50.3% |