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 8-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 | $43,387 | $76,407-43.2% | $150,298-71.1% | $82,448-47.4% |
| Participation rate | 53.0% | 66.4%-13.4pp | 77.8%-24.7pp | 68.1%-15.1pp |
| Annual return | 9.80% | 39.99%-30.2pp | 62.79%-53.0pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,354 | $2,614-48.2% | $4,154-67.4% | $2,551-46.9% |
| Participant deferral / active EE | $3,000 | $3,214-6.7% | $5,453-45.0% | $4,139-27.5% |
| Admin fee / account holder | $4,724 | $6,352-25.6% | $14,116-66.5% | $7,234-34.7% |