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 | $38,138 | $65,041-41.4% | $90,951-58.1% | $79,858-52.2% |
| Participation rate | 51.0% | 61.6%-10.6pp | 69.0%-18.0pp | 69.6%-18.7pp |
| Annual return | 7.46% | 30.45%-23.0pp | 134.60%-127.1pp | 31.71%-24.3pp |
| Employer contribution / active EE | $834 | $1,247-33.1% | $2,122-60.7% | $2,471-66.2% |
| Participant deferral / active EE | $1,970 | $2,512-21.6% | $3,373-41.6% | $3,740-47.3% |
| Admin fee / account holder | $1,654 | $4,536-63.5% | $5,959-72.2% | $5,306-68.8% |