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 | $59,141 | $37,426+58.0% | $77,482-23.7% | $79,858-25.9% |
| Participation rate | 34.0% | 41.5%-7.5pp | 54.2%-20.2pp | 69.6%-35.7pp |
| Annual return | 8.63% | 39.70%-31.1pp | 54.79%-46.2pp | 31.71%-23.1pp |
| Employer contribution / active EE | $819 | $637+28.6% | $986-17.0% | $2,471-66.9% |
| Participant deferral / active EE | $1,734 | $1,260+37.6% | $1,861-6.9% | $3,740-53.6% |
| Admin fee / account holder | $5,262 | $2,504+110.2% | $2,858+84.1% | $5,306-0.8% |