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 | $56,180 | $91,552-38.6% | $133,956-58.1% | $79,858-29.6% |
| Participation rate | 62.2% | 73.3%-11.2pp | 79.8%-17.7pp | 69.6%-7.5pp |
| Annual return | 5.52% | 61.85%-56.3pp | 45.09%-39.6pp | 31.71%-26.2pp |
| Employer contribution / active EE | $1,721 | $2,384-27.8% | $3,919-56.1% | $2,471-30.4% |
| Participant deferral / active EE | $4,570 | $3,733+22.4% | $5,048-9.5% | $3,740+22.2% |
| Admin fee / account holder | $1,923 | $6,321-69.6% | $8,927-78.5% | $5,306-63.8% |