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 6-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 | $58,795 | $60,022-2.0% | $88,946-33.9% | $84,808-30.7% |
| Participation rate | 40.0% | 57.8%-17.8pp | 68.8%-28.8pp | 68.3%-28.3pp |
| Annual return | 12.13% | 22.43%-10.3pp | 57.82%-45.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,708 | $1,703+0.3% | $2,555-33.1% | $2,631-35.1% |
| Participant deferral / active EE | $3,221 | $3,114+3.4% | $4,581-29.7% | $4,212-23.5% |
| Admin fee / account holder | $2,065 | $4,811-57.1% | $8,261-75.0% | $7,344-71.9% |