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 | $62,200 | $63,764-2.5% | $81,930-24.1% | $79,858-22.1% |
| Participation rate | 31.4% | 67.5%-36.1pp | 72.0%-40.6pp | 69.6%-38.2pp |
| Annual return | 6.09% | 22.66%-16.6pp | 29.49%-23.4pp | 31.71%-25.6pp |
| Employer contribution / active EE | $717 | $1,795-60.1% | $4,310-83.4% | $2,471-71.0% |
| Participant deferral / active EE | $2,245 | $2,780-19.3% | $7,107-68.4% | $3,740-40.0% |
| Admin fee / account holder | $1,191 | $4,426-73.1% | $5,158-76.9% | $5,306-77.6% |