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 8-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 | $21,352 | $76,407-72.1% | $150,298-85.8% | $82,448-74.1% |
| Participation rate | 51.6% | 66.4%-14.8pp | 77.8%-26.2pp | 68.1%-16.5pp |
| Annual return | 12.84% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $920 | $2,614-64.8% | $4,154-77.8% | $2,551-63.9% |
| Participant deferral / active EE | $2,164 | $3,214-32.7% | $5,453-60.3% | $4,139-47.7% |
| Admin fee / account holder | $1,019 | $6,352-84.0% | $14,116-92.8% | $7,234-85.9% |