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 | $54,021 | $49,227+9.7% | $70,449-23.3% | $79,858-32.4% |
| Participation rate | 56.5% | 69.2%-12.6pp | 75.1%-18.5pp | 69.6%-13.1pp |
| Annual return | 3.70% | 30.06%-26.4pp | 109.03%-105.3pp | 31.71%-28.0pp |
| Employer contribution / active EE | $978 | $2,099-53.4% | $2,737-64.3% | $2,471-60.4% |
| Participant deferral / active EE | $2,264 | $2,768-18.2% | $3,709-39.0% | $3,740-39.5% |
| Admin fee / account holder | $497 | $2,878-82.7% | $3,845-87.1% | $5,306-90.6% |