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 | $98,438 | $107,452-8.4% | $91,541+7.5% | $142,382-30.9% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.8%-7.3pp | 80.1%-17.6pp |
| Annual return | 1.58% | 22.06%-20.5pp | 20.50%-18.9pp | 217.08%-215.5pp |
| Employer contribution / active EE | $3,004 | $2,994+0.3% | $2,505+19.9% | $4,299-30.1% |
| Participant deferral / active EE | $5,941 | $4,754+25.0% | $4,008+48.2% | $6,507-8.7% |
| Admin fee / account holder | $9,287 | $8,834+5.1% | $6,956+33.5% | $12,624-26.4% |