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 10-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 | $41,636 | $84,233-50.6% | $170,442-75.6% | $70,131-40.6% |
| Participation rate | 59.0% | 70.8%-11.8pp | 83.6%-24.6pp | 69.5%-10.5pp |
| Annual return | 9.09% | 23.06%-14.0pp | 205.93%-196.8pp | 73.14%-64.1pp |
| Employer contribution / active EE | $933 | $3,387-72.5% | $5,433-82.8% | $2,342-60.2% |
| Participant deferral / active EE | $1,616 | $3,086-47.6% | $4,939-67.3% | $3,332-51.5% |
| Admin fee / account holder | $1,971 | $5,698-65.4% | $13,880-85.8% | $4,645-57.6% |