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 | $43,764 | $85,766-49.0% | $136,294-67.9% | $70,131-37.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 13.30% | 31.45%-18.2pp | 5155.94%-5142.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,522 | $2,966-48.7% | $4,695-67.6% | $2,342-35.0% |
| Participant deferral / active EE | $2,741 | $5,051-45.7% | $6,247-56.1% | $3,332-17.7% |
| Admin fee / account holder | $4,028 | $5,420-25.7% | $9,243-56.4% | $4,645-13.3% |