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 | $53,350 | $78,520-32.1% | $96,576-44.8% | $82,448-35.3% |
| Participation rate | 52.6% | 77.7%-25.2pp | 81.4%-28.9pp | 68.1%-15.5pp |
| Annual return | 14.16% | 41.30%-27.1pp | 38.47%-24.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,387 | $6,754-35.1% | $7,956-44.9% | $4,139+6.0% |
| Admin fee / account holder | $4,881 | $13,455-63.7% | $11,381-57.1% | $7,234-32.5% |