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 | $76,056 | $77,503-1.9% | $100,391-24.2% | $80,856-5.9% |
| Participation rate | 51.0% | 76.9%-25.9pp | 81.5%-30.5pp | 67.6%-16.6pp |
| Annual return | 9.91% | 37.20%-27.3pp | 49.20%-39.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $613 | $2,801-78.1% | $3,942-84.4% | $2,755-77.7% |
| Participant deferral / active EE | $2,912 | $6,820-57.3% | $8,082-64.0% | $4,296-32.2% |
| Admin fee / account holder | $622 | $5,897-89.4% | $7,899-92.1% | $6,918-91.0% |