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 | $62,514 | $94,625-33.9% | $116,228-46.2% | $84,808-26.3% |
| Participation rate | 53.8% | 70.4%-16.6pp | 74.6%-20.7pp | 68.3%-14.5pp |
| Annual return | 8.93% | 20.40%-11.5pp | 90.06%-81.1pp | 40.90%-32.0pp |
| Employer contribution / active EE | $2,346 | $2,3470% | $2,994-21.6% | $2,631-10.8% |
| Participant deferral / active EE | $3,984 | $3,972+0.3% | $4,953-19.6% | $4,212-5.4% |
| Admin fee / account holder | $31,205 | $10,091+209.2% | $11,989+160.3% | $7,344+324.9% |