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 | $67,451 | $68,573-1.6% | $120,368-44.0% | $80,874-16.6% |
| Participation rate | 37.0% | 61.6%-24.6pp | 71.9%-34.9pp | 67.6%-30.7pp |
| Annual return | 9.15% | 23.61%-14.5pp | 107.26%-98.1pp | 35.62%-26.5pp |
| Employer contribution / active EE | $1,292 | $2,052-37.0% | $3,465-62.7% | $2,756-53.1% |
| Participant deferral / active EE | $3,151 | $3,174-0.7% | $4,991-36.9% | $4,297-26.7% |
| Admin fee / account holder | $444 | $5,734-92.3% | $9,429-95.3% | $6,935-93.6% |