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 | $86,559 | $89,753-3.6% | $107,525-19.5% | $84,808+2.1% |
| Participation rate | 40.0% | 68.1%-28.1pp | 75.1%-35.1pp | 68.3%-28.3pp |
| Annual return | 7.38% | 29.48%-22.1pp | 181.32%-173.9pp | 40.90%-33.5pp |
| Employer contribution / active EE | $1,011 | $3,113-67.5% | $3,754-73.1% | $2,631-61.6% |
| Participant deferral / active EE | $3,610 | $4,056-11.0% | $5,116-29.4% | $4,212-14.3% |
| Admin fee / account holder | $1,430 | $7,222-80.2% | $8,919-84.0% | $7,344-80.5% |