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 | $105,090 | $214,378-51.0% | $200,582-47.6% | $142,382-26.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 10.71% | 46.41%-35.7pp | 42.33%-31.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,354 | $6,841-65.6% | $6,419-63.3% | $4,299-45.2% |
| Participant deferral / active EE | $10,418 | $9,865+5.6% | $9,331+11.6% | $6,507+60.1% |
| Admin fee / account holder | $1,678 | $17,692-90.5% | $16,305-89.7% | $12,624-86.7% |