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 | $100,317 | $124,281-19.3% | $109,143-8.1% | $167,490-40.1% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 8.14% | 26.04%-17.9pp | 25.75%-17.6pp | 478.56%-470.4pp |
| Employer contribution / active EE | $3,115 | $4,207-26.0% | $3,722-16.3% | $4,837-35.6% |
| Participant deferral / active EE | $6,934 | $5,255+31.9% | $4,653+49.0% | $6,341+9.3% |
| Admin fee / account holder | $1,392 | $7,970-82.5% | $6,752-79.4% | $12,309-88.7% |