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 7-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 | $26,660 | $73,787-63.9% | $98,716-73.0% | $82,448-67.7% |
| Participation rate | 58.7% | 61.4%-2.7pp | 69.3%-10.6pp | 68.1%-9.4pp |
| Annual return | 5.96% | 18.57%-12.6pp | 31.81%-25.8pp | 41.64%-35.7pp |
| Employer contribution / active EE | $1,457 | $1,511-3.6% | $2,279-36.0% | $2,551-42.9% |
| Participant deferral / active EE | $1,935 | $3,081-37.2% | $4,048-52.2% | $4,139-53.3% |
| Admin fee / account holder | $2,953 | $6,500-54.6% | $8,703-66.1% | $7,234-59.2% |