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 | $61,039 | $106,749-42.8% | $145,433-58.0% | $82,448-26.0% |
| Participation rate | 40.8% | 75.6%-34.8pp | 82.1%-41.3pp | 68.1%-27.3pp |
| Annual return | 13.81% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $787 | $3,444-77.1% | $4,554-82.7% | $2,551-69.1% |
| Participant deferral / active EE | $2,580 | $6,519-60.4% | $7,897-67.3% | $4,139-37.7% |
| Admin fee / account holder | $581 | $8,390-93.1% | $13,129-95.6% | $7,234-92.0% |