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 | $138,704 | $109,881+26.2% | $150,045-7.6% | $84,808+63.6% |
| Participation rate | 63.6% | 76.1%-12.4pp | 82.3%-18.7pp | 68.3%-4.7pp |
| Annual return | 13.67% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,333 | $3,561-6.4% | $4,693-29.0% | $2,631+26.7% |
| Participant deferral / active EE | $4,328 | $6,636-34.8% | $7,997-45.9% | $4,212+2.8% |
| Admin fee / account holder | $9,156 | $8,568+6.9% | $13,435-31.8% | $7,344+24.7% |