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 | $148,079 | $172,111-14.0% | $150,298-1.5% | $137,256+7.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 10.06% | 69.37%-59.3pp | 62.79%-52.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,833 | $4,636-60.5% | $4,154-55.9% | $4,156-55.9% |
| Participant deferral / active EE | $8,545 | $6,166+38.6% | $5,453+56.7% | $6,407+33.4% |
| Admin fee / account holder | $4,161 | $16,471-74.7% | $14,116-70.5% | $12,270-66.1% |