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 | $58,954 | $81,460-27.6% | $103,333-42.9% | $80,856-27.1% |
| Participation rate | 52.0% | 66.8%-14.8pp | 74.5%-22.5pp | 67.6%-15.6pp |
| Annual return | 5.79% | 25.55%-19.8pp | 24.88%-19.1pp | 35.59%-29.8pp |
| Employer contribution / active EE | $815 | $3,105-73.7% | $3,868-78.9% | $2,755-70.4% |
| Participant deferral / active EE | $2,082 | $3,869-46.2% | $5,057-58.8% | $4,296-51.5% |
| Admin fee / account holder | $14,041 | $6,566+113.8% | $8,355+68.1% | $6,918+103.0% |