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 | $51,177 | $76,407-33.0% | $150,298-65.9% | $82,448-37.9% |
| Participation rate | 60.8% | 66.4%-5.6pp | 77.8%-16.9pp | 68.1%-7.2pp |
| Annual return | 8.79% | 39.99%-31.2pp | 62.79%-54.0pp | 41.64%-32.9pp |
| Employer contribution / active EE | $490 | $2,614-81.3% | $4,154-88.2% | $2,551-80.8% |
| Participant deferral / active EE | $2,474 | $3,214-23.0% | $5,453-54.6% | $4,139-40.2% |
| Admin fee / account holder | $5,288 | $6,352-16.8% | $14,116-62.5% | $7,234-26.9% |