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 | $161,677 | $161,352+0.2% | $134,172+20.5% | $137,256+17.8% |
| Participation rate | 60.0% | 78.3%-18.3pp | 72.5%-12.5pp | 80.0%-20.0pp |
| Annual return | 8.92% | 28.72%-19.8pp | 25.30%-16.4pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,895 | $4,099-53.8% | $3,420-44.6% | $4,156-54.4% |
| Participant deferral / active EE | $7,834 | $5,552+41.1% | $4,690+67.0% | $6,407+22.3% |
| Admin fee / account holder | $302 | $15,028-98.0% | $12,016-97.5% | $12,270-97.5% |