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 | $119,467 | $94,031+27.1% | $115,768+3.2% | $82,448+44.9% |
| Participation rate | 50.9% | 70.4%-19.5pp | 74.4%-23.5pp | 68.1%-17.2pp |
| Annual return | 4.71% | 20.61%-15.9pp | 100.46%-95.8pp | 41.64%-36.9pp |
| Employer contribution / active EE | $1,769 | $2,323-23.8% | $2,940-39.8% | $2,551-30.6% |
| Participant deferral / active EE | $4,220 | $3,972+6.3% | $4,917-14.2% | $4,139+2.0% |
| Admin fee / account holder | $12,644 | $10,249+23.4% | $12,439+1.6% | $7,234+74.8% |