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 | $44,661 | $78,672-43.2% | $109,143-59.1% | $85,850-48.0% |
| Participation rate | 58.2% | 68.3%-10.1pp | 75.9%-17.7pp | 69.3%-11.1pp |
| Annual return | 11.22% | 25.09%-13.9pp | 25.75%-14.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $988 | $2,735-63.9% | $3,722-73.5% | $2,565-61.5% |
| Participant deferral / active EE | $2,855 | $3,467-17.7% | $4,653-38.6% | $3,952-27.8% |
| Admin fee / account holder | $1,404 | $5,469-74.3% | $6,752-79.2% | $6,260-77.6% |