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 | $47,869 | $95,266-49.8% | $82,389-41.9% | $142,382-66.4% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.5%-9.5pp | 80.1%-20.1pp |
| Annual return | 7.49% | 25.74%-18.2pp | 28.67%-21.2pp | 217.08%-209.6pp |
| Employer contribution / active EE | $2,052 | $2,991-31.4% | $2,517-18.5% | $4,299-52.3% |
| Participant deferral / active EE | $2,953 | $4,809-38.6% | $4,155-28.9% | $6,507-54.6% |
| Admin fee / account holder | $840 | $8,563-90.2% | $7,231-88.4% | $12,624-93.3% |