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 | $25,764 | $80,717-68.1% | $154,803-83.4% | $84,808-69.6% |
| Participation rate | 19.0% | 66.8%-47.8pp | 78.1%-59.0pp | 68.3%-49.3pp |
| Annual return | 7.32% | 37.96%-30.6pp | 58.88%-51.6pp | 40.90%-33.6pp |
| Employer contribution / active EE | $613 | $2,761-77.8% | $4,305-85.8% | $2,631-76.7% |
| Participant deferral / active EE | $1,157 | $3,303-65.0% | $5,540-79.1% | $4,212-72.5% |
| Admin fee / account holder | $6,352 | $6,746-5.8% | $14,329-55.7% | $7,344-13.5% |