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 | $36,515 | $109,881-66.8% | $150,045-75.7% | $84,808-56.9% |
| Participation rate | 55.2% | 76.1%-20.9pp | 82.3%-27.2pp | 68.3%-13.1pp |
| Annual return | 12.73% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,335 | $3,561-62.5% | $4,693-71.6% | $2,631-49.3% |
| Participant deferral / active EE | $3,146 | $6,636-52.6% | $7,997-60.7% | $4,212-25.3% |
| Admin fee / account holder | $2,702 | $8,568-68.5% | $13,435-79.9% | $7,344-63.2% |