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 | $78,956 | $95,803-17.6% | $113,168-30.2% | $84,808-6.9% |
| Participation rate | 45.2% | 72.9%-27.7pp | 76.6%-31.4pp | 68.3%-23.1pp |
| Annual return | 7.28% | 25.00%-17.7pp | 24.27%-17.0pp | 40.90%-33.6pp |
| Employer contribution / active EE | $1,356 | $2,360-42.6% | $2,975-54.4% | $2,631-48.5% |
| Participant deferral / active EE | $3,371 | $4,242-20.5% | $5,107-34.0% | $4,212-19.9% |
| Admin fee / account holder | $567 | $8,989-93.7% | $12,068-95.3% | $7,344-92.3% |