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 | $75,594 | $57,590+31.3% | $86,233-12.3% | $82,448-8.3% |
| Participation rate | 20.0% | 57.9%-37.9pp | 69.0%-49.0pp | 68.1%-48.1pp |
| Annual return | 11.01% | 22.41%-11.4pp | 61.39%-50.4pp | 41.64%-30.6pp |
| Employer contribution / active EE | $746 | $1,655-54.9% | $2,504-70.2% | $2,551-70.7% |
| Participant deferral / active EE | $1,719 | $3,080-44.2% | $4,559-62.3% | $4,139-58.5% |
| Admin fee / account holder | $822 | $4,730-82.6% | $8,342-90.1% | $7,234-88.6% |