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 | $81,549 | $56,277+44.9% | $80,975+0.7% | $62,891+29.7% |
| Participation rate | 48.3% | 69.0%-20.7pp | 75.8%-27.5pp | 69.3%-21.0pp |
| Annual return | 5.26% | 22.12%-16.9pp | 17.10%-11.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,895 | $1,943-2.4% | $3,714-49.0% | $2,281-16.9% |
| Participant deferral / active EE | $2,889 | $4,195-31.1% | $5,696-49.3% | $3,203-9.8% |
| Admin fee / account holder | $511 | $3,741-86.3% | $5,516-90.7% | $4,296-88.1% |