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 | $46,980 | $49,791-5.6% | $78,210-39.9% | $70,131-33.0% |
| Participation rate | 35.6% | 62.3%-26.7pp | 68.7%-33.1pp | 69.5%-33.9pp |
| Annual return | 12.29% | 20.75%-8.5pp | 40.90%-28.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $759 | $1,430-46.9% | $2,034-62.7% | $2,342-67.6% |
| Participant deferral / active EE | $1,097 | $2,150-49.0% | $2,823-61.1% | $3,332-67.1% |
| Admin fee / account holder | $5,348 | $3,181+68.1% | $3,758+42.3% | $4,645+15.1% |