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 8-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 | $48,555 | $62,573-22.4% | $85,682-43.3% | $85,850-43.4% |
| Participation rate | 48.3% | 61.1%-12.9pp | 69.9%-21.6pp | 69.3%-21.0pp |
| Annual return | 10.55% | 23.77%-13.2pp | 21.49%-10.9pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,392 | $1,757-20.7% | $2,618-46.8% | $2,565-45.7% |
| Participant deferral / active EE | $2,249 | $2,802-19.7% | $3,923-42.7% | $3,952-43.1% |
| Admin fee / account holder | $3,379 | $4,640-27.2% | $6,873-50.8% | $6,260-46.0% |