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 | $61,164 | $110,257-44.5% | $96,544-36.6% | $139,434-56.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 4.22% | 26.32%-22.1pp | 25.84%-21.6pp | 372.94%-368.7pp |
| Employer contribution / active EE | $1,547 | $3,620-57.3% | $2,965-47.8% | $4,751-67.4% |
| Participant deferral / active EE | $2,583 | $5,548-53.4% | $4,851-46.8% | $6,710-61.5% |
| Admin fee / account holder | $1,228 | $11,591-89.4% | $8,252-85.1% | $11,403-89.2% |