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 | $49,740 | $48,750+2.0% | $88,946-44.1% | $74,304-33.1% |
| Participation rate | 34.4% | 44.5%-10.1pp | 68.8%-34.4pp | 60.3%-25.9pp |
| Annual return | 12.98% | 25.91%-12.9pp | 57.82%-44.8pp | 29.43%-16.4pp |
| Employer contribution / active EE | $706 | $1,255-43.8% | $2,555-72.4% | $2,241-68.5% |
| Participant deferral / active EE | $1,534 | $2,423-36.7% | $4,581-66.5% | $3,767-59.3% |
| Admin fee / account holder | $4,116 | $3,756+9.6% | $8,261-50.2% | $2,969+38.6% |