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 | $21,301 | $84,808-74.9% | $21,3010% | $84,808-74.9% |
| Participation rate | 54.1% | 68.3%-14.3pp | 54.1%0pp | 68.3%-14.3pp |
| Annual return | 2.80% | 40.90%-38.1pp | 2.80%0pp | 40.90%-38.1pp |
| Employer contribution / active EE | $1,792 | $2,631-31.9% | $1,7920% | $2,631-31.9% |
| Participant deferral / active EE | $2,238 | $4,212-46.9% | $2,2380% | $4,212-46.9% |
| Admin fee / account holder | $3,298 | $7,344-55.1% | $3,2980% | $7,344-55.1% |