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 | $72,806 | $79,944-8.9% | $98,439-26.0% | $75,163-3.1% |
| Participation rate | 48.5% | 70.4%-21.9pp | 75.2%-26.7pp | 67.2%-18.7pp |
| Annual return | 6.94% | 19.75%-12.8pp | 21.16%-14.2pp | 160.62%-153.7pp |
| Employer contribution / active EE | $2,032 | $2,264-10.2% | $3,048-33.3% | $2,670-23.9% |
| Participant deferral / active EE | $4,588 | $3,752+22.3% | $4,738-3.2% | $4,125+11.2% |
| Admin fee / account holder | $4,522 | $6,840-33.9% | $8,948-49.5% | $5,651-20.0% |