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 | $29,360 | $53,127-44.7% | $86,590-66.1% | $70,131-58.1% |
| Participation rate | 61.5% | 65.3%-3.8pp | 73.5%-12.0pp | 69.5%-8.0pp |
| Annual return | 8.54% | 27.66%-19.1pp | 964.84%-956.3pp | 73.14%-64.6pp |
| Employer contribution / active EE | $916 | $2,068-55.7% | $2,839-67.7% | $2,342-60.9% |
| Participant deferral / active EE | $1,314 | $2,696-51.3% | $3,609-63.6% | $3,332-60.6% |
| Admin fee / account holder | $5,127 | $3,585+43.0% | $4,906+4.5% | $4,645+10.4% |