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 | $100,297 | $65,041+54.2% | $90,951+10.3% | $79,858+25.6% |
| Participation rate | 38.7% | 61.6%-22.9pp | 69.0%-30.3pp | 69.6%-30.9pp |
| Annual return | 0.43% | 30.45%-30.0pp | 134.60%-134.2pp | 31.71%-31.3pp |
| Employer contribution / active EE | $907 | $1,247-27.3% | $2,122-57.3% | $2,471-63.3% |
| Participant deferral / active EE | $2,509 | $2,512-0.1% | $3,373-25.6% | $3,740-32.9% |
| Admin fee / account holder | $4,008 | $4,536-11.6% | $5,959-32.7% | $5,306-24.5% |