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 5-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 | $55,839 | $70,669-21.0% | $169,368-67.0% | $75,163-25.7% |
| Participation rate | 39.3% | 64.8%-25.5pp | 77.1%-37.9pp | 67.2%-27.9pp |
| Annual return | 12.31% | 36.36%-24.0pp | 405.60%-393.3pp | 160.62%-148.3pp |
| Employer contribution / active EE | $980 | $2,211-55.7% | $4,013-75.6% | $2,670-63.3% |
| Participant deferral / active EE | $2,799 | $4,311-35.1% | $6,221-55.0% | $4,125-32.1% |
| Admin fee / account holder | $3,533 | $5,402-34.6% | $9,003-60.8% | $5,651-37.5% |