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 | $80,717-36.6% | $154,803-66.9% | $84,808-39.7% |
| Participation rate | 60.8% | 66.8%-6.0pp | 78.1%-17.2pp | 68.3%-7.5pp |
| Annual return | 8.79% | 37.96%-29.2pp | 58.88%-50.1pp | 40.90%-32.1pp |
| Employer contribution / active EE | $490 | $2,761-82.3% | $4,305-88.6% | $2,631-81.4% |
| Participant deferral / active EE | $2,474 | $3,303-25.1% | $5,540-55.3% | $4,212-41.3% |
| Admin fee / account holder | $5,288 | $6,746-21.6% | $14,329-63.1% | $7,344-28.0% |