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 10-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 | $67,762 | $109,413-38.1% | $156,263-56.6% | $84,808-20.1% |
| Participation rate | 49.0% | 72.7%-23.7pp | 78.9%-29.9pp | 68.3%-19.3pp |
| Annual return | 9.68% | 20.18%-10.5pp | 59.47%-49.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $811 | $2,907-72.1% | $4,333-81.3% | $2,631-69.2% |
| Participant deferral / active EE | $2,340 | $4,590-49.0% | $6,158-62.0% | $4,212-44.4% |
| Admin fee / account holder | $5,761 | $9,357-38.4% | $14,255-59.6% | $7,344-21.6% |