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 | $55,972 | $81,248-31.1% | $155,509-64.0% | $80,856-30.8% |
| Participation rate | 54.1% | 66.2%-12.2pp | 78.2%-24.1pp | 67.6%-13.6pp |
| Annual return | 9.85% | 33.31%-23.5pp | 64.67%-54.8pp | 35.59%-25.7pp |
| Employer contribution / active EE | $797 | $3,100-74.3% | $4,672-83.0% | $2,755-71.1% |
| Participant deferral / active EE | $2,770 | $3,452-19.7% | $5,626-50.8% | $4,296-35.5% |
| Admin fee / account holder | $2,557 | $7,997-68.0% | $15,912-83.9% | $6,918-63.0% |