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 5-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 | $28,940 | $110,257-73.8% | $96,544-70.0% | $139,434-79.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 7.99% | 26.32%-18.3pp | 25.84%-17.9pp | 372.94%-365.0pp |
| Employer contribution / active EE | $2,405 | $3,620-33.6% | $2,965-18.9% | $4,751-49.4% |
| Participant deferral / active EE | $2,924 | $5,548-47.3% | $4,851-39.7% | $6,710-56.4% |
| Admin fee / account holder | $615 | $11,591-94.7% | $8,252-92.5% | $11,403-94.6% |