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 | $59,543 | $71,057-16.2% | $93,654-36.4% | $80,874-26.4% |
| Participation rate | 51.6% | 60.4%-8.8pp | 68.7%-17.1pp | 67.6%-16.0pp |
| Annual return | 9.73% | 11.26%-1.5pp | 133.34%-123.6pp | 35.62%-25.9pp |
| Employer contribution / active EE | $994 | $1,564-36.5% | $2,421-59.0% | $2,756-63.9% |
| Participant deferral / active EE | $2,787 | $4,034-30.9% | $4,413-36.8% | $4,297-35.1% |
| Admin fee / account holder | $4,220 | $6,944-39.2% | $8,282-49.1% | $6,935-39.2% |