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 | $36,084 | $76,407-52.8% | $150,298-76.0% | $82,448-56.2% |
| Participation rate | 62.0% | 66.4%-4.4pp | 77.8%-15.7pp | 68.1%-6.0pp |
| Annual return | 10.84% | 39.99%-29.1pp | 62.79%-51.9pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,994 | $2,614-23.7% | $4,154-52.0% | $2,551-21.8% |
| Participant deferral / active EE | $3,513 | $3,214+9.3% | $5,453-35.6% | $4,139-15.1% |
| Admin fee / account holder | $2,759 | $6,352-56.6% | $14,116-80.5% | $7,234-61.9% |