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 | $68,548 | $72,071-4.9% | $68,368+0.3% | $137,256-50.1% |
| Participation rate | 38.5% | 76.2%-37.8pp | 73.8%-35.3pp | 80.0%-41.5pp |
| Annual return | 9.33% | 353.14%-343.8pp | 292.57%-283.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,672 | $2,788-40.0% | $2,649-36.9% | $4,156-59.8% |
| Participant deferral / active EE | $1,994 | $4,410-54.8% | $4,123-51.6% | $6,407-68.9% |
| Admin fee / account holder | $9,034 | $5,336+69.3% | $5,150+75.4% | $12,270-26.4% |