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 | $38,552 | $60,892-36.7% | $82,389-53.2% | $84,808-54.5% |
| Participation rate | 57.3% | 63.3%-6.0pp | 69.5%-12.2pp | 68.3%-11.0pp |
| Annual return | 8.03% | 37.29%-29.3pp | 28.67%-20.6pp | 40.90%-32.9pp |
| Employer contribution / active EE | $649 | $1,779-63.5% | $2,517-74.2% | $2,631-75.3% |
| Participant deferral / active EE | $2,022 | $3,179-36.4% | $4,155-51.3% | $4,212-52.0% |
| Admin fee / account holder | $1,515 | $5,467-72.3% | $7,231-79.0% | $7,344-79.4% |