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 | $73,306 | $81,460-10.0% | $103,333-29.1% | $80,856-9.3% |
| Participation rate | 43.2% | 66.8%-23.6pp | 74.5%-31.3pp | 67.6%-24.4pp |
| Annual return | 9.52% | 25.55%-16.0pp | 24.88%-15.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,072 | $3,105-33.3% | $3,868-46.4% | $2,755-24.8% |
| Participant deferral / active EE | $3,896 | $3,869+0.7% | $5,057-23.0% | $4,296-9.3% |
| Admin fee / account holder | $5,072 | $6,566-22.8% | $8,355-39.3% | $6,918-26.7% |