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 | $55,923 | $57,590-2.9% | $86,233-35.1% | $82,448-32.2% |
| Participation rate | 33.3% | 57.9%-24.5pp | 69.0%-35.7pp | 68.1%-34.7pp |
| Annual return | 12.62% | 22.41%-9.8pp | 61.39%-48.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $607 | $1,655-63.3% | $2,504-75.8% | $2,551-76.2% |
| Participant deferral / active EE | $1,554 | $3,080-49.6% | $4,559-65.9% | $4,139-62.5% |
| Admin fee / account holder | $3,969 | $4,730-16.1% | $8,342-52.4% | $7,234-45.1% |