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 | $21,269 | $60,892-65.1% | $82,389-74.2% | $84,808-74.9% |
| Participation rate | 36.0% | 63.3%-27.3pp | 69.5%-33.5pp | 68.3%-32.3pp |
| Annual return | 11.14% | 37.29%-26.2pp | 28.67%-17.5pp | 40.90%-29.8pp |
| Employer contribution / active EE | $875 | $1,779-50.8% | $2,517-65.3% | $2,631-66.8% |
| Participant deferral / active EE | $2,513 | $3,179-21.0% | $4,155-39.5% | $4,212-40.3% |
| Admin fee / account holder | $5,377 | $5,467-1.7% | $7,231-25.6% | $7,344-26.8% |