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 | $163,101-0.9% | $136,749+18.2% | $142,382+13.6% |
| Participation rate | 60.0% | 78.2%-18.2pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 8.92% | 27.54%-18.6pp | 24.33%-15.4pp | 217.08%-208.2pp |
| Employer contribution / active EE | $1,895 | $4,117-54.0% | $3,400-44.3% | $4,299-55.9% |
| Participant deferral / active EE | $7,834 | $5,585+40.3% | $4,692+67.0% | $6,507+20.4% |
| Admin fee / account holder | $302 | $14,318-97.9% | $11,386-97.3% | $12,624-97.6% |