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 | $97,949 | $117,983-17.0% | $101,794-3.8% | $142,382-31.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 8.37% | 36.92%-28.6pp | 30.53%-22.2pp | 217.08%-208.7pp |
| Employer contribution / active EE | $921 | $2,773-66.8% | $2,289-59.8% | $4,299-78.6% |
| Participant deferral / active EE | $4,371 | $4,714-7.3% | $4,084+7.0% | $6,507-32.8% |
| Admin fee / account holder | $20,536 | $10,433+96.8% | $8,777+134.0% | $12,624+62.7% |