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 | $37,803 | $46,553-18.8% | $64,056-41.0% | $75,163-49.7% |
| Participation rate | 59.4% | 65.9%-6.6pp | 72.3%-12.9pp | 67.2%-7.8pp |
| Annual return | 11.00% | 26.03%-15.0pp | 33.69%-22.7pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,155 | $1,974-41.5% | $2,747-58.0% | $2,670-56.8% |
| Participant deferral / active EE | $2,744 | $2,837-3.3% | $3,880-29.3% | $4,125-33.5% |
| Admin fee / account holder | $1,482 | $2,952-49.8% | $3,068-51.7% | $5,651-73.8% |