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 6-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 | $103,452 | $154,228-32.9% | $145,433-28.9% | $137,256-24.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 11.10% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,956 | $4,804-59.3% | $4,554-57.1% | $4,156-52.9% |
| Participant deferral / active EE | $5,775 | $8,216-29.7% | $7,897-26.9% | $6,407-9.9% |
| Admin fee / account holder | $891 | $14,344-93.8% | $13,129-93.2% | $12,270-92.7% |