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 7-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 | $74,707 | $92,798-19.5% | $96,707-22.7% | $137,256-45.6% |
| Participation rate | 43.8% | 81.6%-37.9pp | 80.4%-36.6pp | 80.0%-36.2pp |
| Annual return | 10.19% | 31.24%-21.0pp | 34.78%-24.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,433 | $4,147-65.5% | $4,191-65.8% | $4,156-65.5% |
| Participant deferral / active EE | $4,122 | $5,877-29.9% | $5,997-31.3% | $6,407-35.7% |
| Admin fee / account holder | $3,029 | $7,946-61.9% | $7,503-59.6% | $12,270-75.3% |