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 | $74,212 | $239,571-69.0% | $183,328-59.5% | $137,256-45.9% |
| Participation rate | 42.9% | 82.4%-39.5pp | 77.3%-34.5pp | 80.0%-37.1pp |
| Annual return | 10.08% | 35.69%-25.6pp | 29.67%-19.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,917 | $6,148-68.8% | $5,055-62.1% | $4,156-53.9% |
| Participant deferral / active EE | $4,124 | $7,995-48.4% | $6,795-39.3% | $6,407-35.6% |
| Admin fee / account holder | $7,736 | $30,059-74.3% | $21,427-63.9% | $12,270-37.0% |