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 | $209,336-49.8% | $197,124-46.7% | $137,256-23.4% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 10.71% | 48.09%-37.4pp | 44.34%-33.6pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,354 | $6,591-64.3% | $6,227-62.2% | $4,156-43.4% |
| Participant deferral / active EE | $10,418 | $9,614+8.4% | $9,135+14.0% | $6,407+62.6% |
| Admin fee / account holder | $1,678 | $17,308-90.3% | $16,298-89.7% | $12,270-86.3% |