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 9-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 | $35,346 | $55,706-36.5% | $75,886-53.4% | $72,985-51.6% |
| Participation rate | 48.3% | 61.1%-12.8pp | 69.3%-20.9pp | 69.5%-21.2pp |
| Annual return | 14.57% | 27.59%-13.0pp | 30.76%-16.2pp | 81.00%-66.4pp |
| Employer contribution / active EE | $721 | $1,687-57.2% | $2,500-71.1% | $2,440-70.4% |
| Participant deferral / active EE | $1,761 | $2,634-33.2% | $3,603-51.1% | $3,607-51.2% |
| Admin fee / account holder | $459 | $3,978-88.5% | $5,418-91.5% | $5,124-91.0% |