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 | $33,145 | $106,515-68.9% | $96,683-65.7% | $139,434-76.2% |
| Participation rate | 45.0% | 77.8%-32.8pp | 74.3%-29.3pp | 80.3%-35.3pp |
| Annual return | 4.91% | 38.43%-33.5pp | 35.69%-30.8pp | 372.94%-368.0pp |
| Employer contribution / active EE | $2,394 | $4,103-41.6% | $3,737-35.9% | $4,751-49.6% |
| Participant deferral / active EE | $4,670 | $5,454-14.4% | $4,878-4.3% | $6,710-30.4% |
| Admin fee / account holder | $1,923 | $7,877-75.6% | $6,730-71.4% | $11,403-83.1% |