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 9-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 | $64,395 | $72,277-10.9% | $101,248-36.4% | $79,858-19.4% |
| Participation rate | 48.5% | 68.5%-19.9pp | 75.8%-27.3pp | 69.6%-21.1pp |
| Annual return | 9.46% | 22.30%-12.8pp | 46.47%-37.0pp | 31.71%-22.3pp |
| Employer contribution / active EE | $890 | $2,692-66.9% | $3,660-75.7% | $2,471-64.0% |
| Participant deferral / active EE | $2,555 | $3,282-22.1% | $4,370-41.5% | $3,740-31.7% |
| Admin fee / account holder | $9,737 | $4,400+121.3% | $5,945+63.8% | $5,306+83.5% |