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 7-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 | $97,729 | $71,050+37.5% | $93,606+4.4% | $80,856+20.9% |
| Participation rate | 54.5% | 60.4%-5.9pp | 68.7%-14.2pp | 67.6%-13.1pp |
| Annual return | 9.60% | 11.26%-1.7pp | 133.20%-123.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,039 | $1,564-33.6% | $2,420-57.1% | $2,755-62.3% |
| Participant deferral / active EE | $2,624 | $4,034-34.9% | $4,411-40.5% | $4,296-38.9% |
| Admin fee / account holder | $17,196 | $6,945+147.6% | $8,285+107.6% | $6,918+148.6% |