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 | $54,514 | $83,477-34.7% | $125,175-56.4% | $72,985-25.3% |
| Participation rate | 57.7% | 73.3%-15.6pp | 79.8%-22.1pp | 69.5%-11.8pp |
| Annual return | 6.93% | 25.78%-18.8pp | 43.79%-36.9pp | 81.00%-74.1pp |
| Employer contribution / active EE | $2,399 | $2,345+2.3% | $3,865-37.9% | $2,440-1.7% |
| Participant deferral / active EE | $3,134 | $3,585-12.6% | $4,937-36.5% | $3,607-13.1% |
| Admin fee / account holder | $746 | $5,517-86.5% | $9,702-92.3% | $5,124-85.4% |