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 | $53,505 | $57,065-6.2% | $75,670-29.3% | $70,131-23.7% |
| Participation rate | 62.4% | 68.1%-5.7pp | 72.3%-10.0pp | 69.5%-7.2pp |
| Annual return | 10.49% | 23.57%-13.1pp | 27.34%-16.9pp | 73.14%-62.6pp |
| Employer contribution / active EE | $669 | $1,817-63.1% | $2,352-71.5% | $2,342-71.4% |
| Participant deferral / active EE | $2,343 | $2,580-9.2% | $3,142-25.5% | $3,332-29.7% |
| Admin fee / account holder | $2,110 | $3,825-44.8% | $5,800-63.6% | $4,645-54.6% |