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 5-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 | $55,905 | $48,750+14.7% | $88,946-37.1% | $74,304-24.8% |
| Participation rate | 45.4% | 44.5%+0.9pp | 68.8%-23.5pp | 60.3%-15.0pp |
| Annual return | 12.49% | 25.91%-13.4pp | 57.82%-45.3pp | 29.43%-16.9pp |
| Employer contribution / active EE | $314 | $1,255-74.9% | $2,555-87.7% | $2,241-86.0% |
| Participant deferral / active EE | $1,873 | $2,423-22.7% | $4,581-59.1% | $3,767-50.3% |
| Admin fee / account holder | $3,415 | $3,756-9.1% | $8,261-58.7% | $2,969+15.0% |