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 | $49,715 | $77,503-35.9% | $100,391-50.5% | $80,856-38.5% |
| Participation rate | 63.6% | 76.9%-13.3pp | 81.5%-17.8pp | 67.6%-4.0pp |
| Annual return | 8.26% | 37.20%-28.9pp | 49.20%-40.9pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,676 | $2,801-40.2% | $3,942-57.5% | $2,755-39.2% |
| Participant deferral / active EE | $3,400 | $6,820-50.2% | $8,082-57.9% | $4,296-20.9% |
| Admin fee / account holder | $7,343 | $5,897+24.5% | $7,899-7.0% | $6,918+6.1% |