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 | $58,324 | $57,590+1.3% | $86,233-32.4% | $82,448-29.3% |
| Participation rate | 33.3% | 57.9%-24.5pp | 69.0%-35.7pp | 68.1%-34.7pp |
| Annual return | 12.81% | 22.41%-9.6pp | 61.39%-48.6pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,106 | $1,655-33.2% | $2,504-55.8% | $2,551-56.6% |
| Participant deferral / active EE | $2,745 | $3,080-10.9% | $4,559-39.8% | $4,139-33.7% |
| Admin fee / account holder | $7,103 | $4,730+50.2% | $8,342-14.8% | $7,234-1.8% |