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 7-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 | $53,025 | $85,022-37.6% | $70,515-24.8% | $139,434-62.0% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 7.17% | 30.38%-23.2pp | 32.77%-25.6pp | 372.94%-365.8pp |
| Employer contribution / active EE | $1,559 | $3,909-60.1% | $2,973-47.6% | $4,751-67.2% |
| Participant deferral / active EE | $4,260 | $5,890-27.7% | $4,567-6.7% | $6,710-36.5% |
| Admin fee / account holder | $683 | $8,906-92.3% | $6,412-89.4% | $11,403-94.0% |