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 | $38,489 | $63,764-39.6% | $81,930-53.0% | $79,858-51.8% |
| Participation rate | 58.8% | 67.5%-8.7pp | 72.0%-13.2pp | 69.6%-10.8pp |
| Annual return | 7.24% | 22.66%-15.4pp | 29.49%-22.2pp | 31.71%-24.5pp |
| Employer contribution / active EE | $1,108 | $1,795-38.3% | $4,310-74.3% | $2,471-55.1% |
| Participant deferral / active EE | $1,410 | $2,780-49.3% | $7,107-80.2% | $3,740-62.3% |
| Admin fee / account holder | $1,176 | $4,426-73.4% | $5,158-77.2% | $5,306-77.8% |