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 | $51,463 | $52,279-1.6% | $89,391-42.4% | $79,858-35.6% |
| Participation rate | 50.0% | 57.5%-7.5pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | 11.13% | 22.16%-11.0pp | 245.62%-234.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $330 | $1,572-79.0% | $2,586-87.2% | $2,471-86.7% |
| Participant deferral / active EE | $1,887 | $2,740-31.1% | $3,890-51.5% | $3,740-49.6% |
| Admin fee / account holder | $1,123 | $3,356-66.5% | $4,881-77.0% | $5,306-78.8% |