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 | $103,888 | $77,523+34.0% | $100,383+3.5% | $80,874+28.5% |
| Participation rate | 48.8% | 77.0%-28.2pp | 81.5%-32.7pp | 67.6%-18.9pp |
| Annual return | 11.50% | 37.21%-25.7pp | 49.26%-37.8pp | 35.62%-24.1pp |
| Employer contribution / active EE | $3,433 | $2,801+22.5% | $3,944-13.0% | $2,756+24.6% |
| Participant deferral / active EE | $5,148 | $6,822-24.5% | $8,086-36.3% | $4,297+19.8% |
| Admin fee / account holder | $2,149 | $5,899-63.6% | $7,900-72.8% | $6,935-69.0% |