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 | $36,595 | $49,915-26.7% | $154,803-76.4% | $74,304-50.8% |
| Participation rate | 21.6% | 54.0%-32.3pp | 78.1%-56.4pp | 60.3%-38.7pp |
| Annual return | 6.48% | 34.06%-27.6pp | 58.88%-52.4pp | 29.43%-23.0pp |
| Employer contribution / active EE | $990 | $1,611-38.6% | $4,305-77.0% | $2,241-55.8% |
| Participant deferral / active EE | $1,397 | $2,255-38.0% | $5,540-74.8% | $3,767-62.9% |
| Admin fee / account holder | $1,533 | $2,189-30.0% | $14,329-89.3% | $2,969-48.4% |