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 8-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 | $37,026 | $107,452-65.5% | $91,541-59.6% | $142,382-74.0% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.8%-14.2pp | 80.1%-24.6pp |
| Annual return | 9.22% | 22.06%-12.8pp | 20.50%-11.3pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,696 | $2,994-10.0% | $2,505+7.6% | $4,299-37.3% |
| Participant deferral / active EE | $4,751 | $4,754-0.1% | $4,008+18.5% | $6,507-27.0% |
| Admin fee / account holder | $54,915 | $8,834+521.6% | $6,956+689.4% | $12,624+335.0% |