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 8-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 | $74,192 | $90,745-18.2% | $130,231-43.0% | $75,163-1.3% |
| Participation rate | 42.1% | 71.1%-28.9pp | 76.3%-34.2pp | 67.2%-25.1pp |
| Annual return | 13.19% | 34.45%-21.3pp | 38.77%-25.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,328 | $5,362+18.0% | $6,799-6.9% | $4,125+53.4% |
| Admin fee / account holder | $2,126 | $6,331-66.4% | $6,020-64.7% | $5,651-62.4% |