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 | $52,901 | $58,523-9.6% | $99,443-46.8% | $72,985-27.5% |
| Participation rate | 52.8% | 64.6%-11.9pp | 73.8%-21.1pp | 69.5%-16.7pp |
| Annual return | 3.57% | 28.51%-24.9pp | 30.72%-27.2pp | 81.00%-77.4pp |
| Employer contribution / active EE | $619 | $1,512-59.1% | $2,540-75.6% | $2,440-74.6% |
| Participant deferral / active EE | $1,243 | $2,606-52.3% | $3,619-65.7% | $3,607-65.6% |
| Admin fee / account holder | $2,540 | $4,102-38.1% | $6,250-59.4% | $5,124-50.4% |