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 | $238,490-68.9% | $180,183-58.8% | $142,382-47.9% |
| Participation rate | 42.9% | 82.3%-39.4pp | 77.4%-34.6pp | 80.1%-37.3pp |
| Annual return | 10.08% | 33.56%-23.5pp | 27.86%-17.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,917 | $6,143-68.8% | $5,039-62.0% | $4,299-55.4% |
| Participant deferral / active EE | $4,124 | $7,996-48.4% | $6,822-39.6% | $6,507-36.6% |
| Admin fee / account holder | $7,736 | $28,866-73.2% | $19,975-61.3% | $12,624-38.7% |