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 | $77,505 | $95,453-18.8% | $112,040-30.8% | $82,448-6.0% |
| Participation rate | 54.3% | 72.8%-18.4pp | 76.5%-22.1pp | 68.1%-13.7pp |
| Annual return | 10.59% | 23.92%-13.3pp | 24.52%-13.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $830 | $2,318-64.2% | $2,954-71.9% | $2,551-67.4% |
| Participant deferral / active EE | $2,578 | $4,224-39.0% | $5,098-49.4% | $4,139-37.7% |
| Admin fee / account holder | $6,778 | $9,013-24.8% | $12,098-44.0% | $7,234-6.3% |