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 7-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 | $46,382 | $78,926-41.2% | $136,749-66.1% | $84,808-45.3% |
| Participation rate | 20.0% | 62.2%-42.2pp | 72.1%-52.1pp | 68.3%-48.3pp |
| Annual return | 11.41% | 18.17%-6.8pp | 24.33%-12.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $599 | $2,134-71.9% | $3,400-82.4% | $2,631-77.2% |
| Participant deferral / active EE | $1,269 | $3,168-60.0% | $4,692-73.0% | $4,212-69.9% |
| Admin fee / account holder | $2,471 | $6,369-61.2% | $11,386-78.3% | $7,344-66.3% |