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 | $74,888-8.5% | $71,209-3.7% | $142,382-51.9% |
| Participation rate | 38.5% | 76.2%-37.8pp | 73.8%-35.3pp | 80.1%-41.7pp |
| Annual return | 9.33% | 345.14%-335.8pp | 282.51%-273.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,672 | $2,854-41.4% | $2,721-38.5% | $4,299-61.1% |
| Participant deferral / active EE | $1,994 | $4,454-55.2% | $4,175-52.2% | $6,507-69.4% |
| Admin fee / account holder | $9,034 | $5,568+62.2% | $5,349+68.9% | $12,624-28.4% |