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 7-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 | $41,920 | $73,933-43.3% | $96,683-56.6% | $75,163-44.2% |
| Participation rate | 52.1% | 66.4%-14.4pp | 74.3%-22.3pp | 67.2%-15.1pp |
| Annual return | 12.87% | 26.70%-13.8pp | 35.69%-22.8pp | 160.62%-147.8pp |
| Employer contribution / active EE | $3,517 | $2,928+20.1% | $3,737-5.9% | $2,670+31.7% |
| Participant deferral / active EE | $4,186 | $3,659+14.4% | $4,878-14.2% | $4,125+1.5% |
| Admin fee / account holder | $5,092 | $5,216-2.4% | $6,730-24.3% | $5,651-9.9% |