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 | $36,880 | $60,022-38.6% | $88,946-58.5% | $84,808-56.5% |
| Participation rate | 33.3% | 57.8%-24.5pp | 68.8%-35.5pp | 68.3%-35.0pp |
| Annual return | 12.19% | 22.43%-10.2pp | 57.82%-45.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $634 | $1,703-62.8% | $2,555-75.2% | $2,631-75.9% |
| Participant deferral / active EE | $1,507 | $3,114-51.6% | $4,581-67.1% | $4,212-64.2% |
| Admin fee / account holder | $3,560 | $4,811-26.0% | $8,261-56.9% | $7,344-51.5% |