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 | $106,749+29.9% | $145,433-4.6% | $82,448+68.2% |
| Participation rate | 63.6% | 75.6%-12.0pp | 82.1%-18.5pp | 68.1%-4.4pp |
| Annual return | 13.67% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $3,333 | $3,444-3.2% | $4,554-26.8% | $2,551+30.7% |
| Participant deferral / active EE | $4,328 | $6,519-33.6% | $7,897-45.2% | $4,139+4.6% |
| Admin fee / account holder | $9,156 | $8,390+9.1% | $13,129-30.3% | $7,234+26.6% |