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 4-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 | $61,107 | $93,571-34.7% | $135,903-55.0% | $75,163-18.7% |
| Participation rate | 25.9% | 75.2%-49.3pp | 81.9%-56.0pp | 67.2%-41.3pp |
| Annual return | 12.05% | 30.90%-18.8pp | 68.23%-56.2pp | 160.62%-148.6pp |
| Employer contribution / active EE | $1,977 | $3,537-44.1% | $4,856-59.3% | $2,670-26.0% |
| Participant deferral / active EE | $4,971 | $6,404-22.4% | $7,758-35.9% | $4,125+20.5% |
| Admin fee / account holder | $6,138 | $6,975-12.0% | $10,762-43.0% | $5,651+8.6% |