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 | $114,381-26.4% | $107,525-21.7% | $142,382-40.9% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 8.15% | 242.71%-234.6pp | 181.32%-173.2pp | 217.08%-208.9pp |
| Employer contribution / active EE | $1,400 | $4,015-65.1% | $3,754-62.7% | $4,299-67.4% |
| Participant deferral / active EE | $4,211 | $5,564-24.3% | $5,116-17.7% | $6,507-35.3% |
| Admin fee / account holder | $6,099 | $9,860-38.1% | $8,919-31.6% | $12,624-51.7% |