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 | $52,780 | $77,899-32.2% | $149,673-64.7% | $75,163-29.8% |
| Participation rate | 61.8% | 65.6%-3.8pp | 78.8%-16.9pp | 67.2%-5.4pp |
| Annual return | 8.09% | 31.72%-23.6pp | 134.42%-126.3pp | 160.62%-152.5pp |
| Employer contribution / active EE | $1,445 | $3,137-53.9% | $4,818-70.0% | $2,670-45.9% |
| Participant deferral / active EE | $2,659 | $3,411-22.0% | $5,680-53.2% | $4,125-35.5% |
| Admin fee / account holder | $1,782 | $5,956-70.1% | $13,210-86.5% | $5,651-68.5% |