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 | $55,237 | $172,111-67.9% | $150,298-63.2% | $137,256-59.8% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 9.78% | 69.37%-59.6pp | 62.79%-53.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $946 | $4,636-79.6% | $4,154-77.2% | $4,156-77.2% |
| Participant deferral / active EE | $5,079 | $6,166-17.6% | $5,453-6.9% | $6,407-20.7% |
| Admin fee / account holder | $3,358 | $16,471-79.6% | $14,116-76.2% | $12,270-72.6% |