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 | $44,597 | $51,638-13.6% | $68,368-34.8% | $82,448-45.9% |
| Participation rate | 24.3% | 63.6%-39.3pp | 73.8%-49.4pp | 68.1%-43.7pp |
| Annual return | 7.39% | 37.53%-30.1pp | 292.57%-285.2pp | 41.64%-34.3pp |
| Employer contribution / active EE | $273 | $2,047-86.6% | $2,649-89.7% | $2,551-89.3% |
| Participant deferral / active EE | $829 | $2,914-71.5% | $4,123-79.9% | $4,139-80.0% |
| Admin fee / account holder | $1,477 | $4,643-68.2% | $5,150-71.3% | $7,234-79.6% |