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 8-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 | $58,387 | $100,004-41.6% | $81,438-28.3% | $145,959-60.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 2.34% | 34.34%-32.0pp | 24.74%-22.4pp | 561.95%-559.6pp |
| Employer contribution / active EE | $777 | $2,970-73.8% | $2,460-68.4% | $4,661-83.3% |
| Participant deferral / active EE | $947 | $4,603-79.4% | $3,883-75.6% | $6,689-85.8% |
| Admin fee / account holder | $1,430 | $8,202-82.6% | $5,764-75.2% | $13,398-89.3% |