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 | $57,590+2.1% | $86,233-31.8% | $82,448-28.7% |
| Participation rate | 40.0% | 57.9%-17.9pp | 69.0%-29.0pp | 68.1%-28.1pp |
| Annual return | 12.13% | 22.41%-10.3pp | 61.39%-49.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,708 | $1,655+3.2% | $2,504-31.8% | $2,551-33.0% |
| Participant deferral / active EE | $3,221 | $3,080+4.6% | $4,559-29.4% | $4,139-22.2% |
| Admin fee / account holder | $2,065 | $4,730-56.3% | $8,342-75.2% | $7,234-71.5% |