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 | $83,835 | $177,572-52.8% | $154,803-45.8% | $142,382-41.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 5.03% | 65.07%-60.0pp | 58.88%-53.9pp | 217.08%-212.0pp |
| Employer contribution / active EE | $1,633 | $4,810-66.1% | $4,305-62.1% | $4,299-62.0% |
| Participant deferral / active EE | $10,726 | $6,272+71.0% | $5,540+93.6% | $6,507+64.8% |
| Admin fee / account holder | $643 | $16,786-96.2% | $14,329-95.5% | $12,624-94.9% |