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 | $67,020 | $80,968-17.2% | $96,544-30.6% | $75,163-10.8% |
| Participation rate | 35.7% | 71.8%-36.1pp | 76.0%-40.2pp | 67.2%-31.5pp |
| Annual return | 4.76% | 27.06%-22.3pp | 25.84%-21.1pp | 160.62%-155.9pp |
| Employer contribution / active EE | $848 | $2,282-62.8% | $2,965-71.4% | $2,670-68.2% |
| Participant deferral / active EE | $1,983 | $3,928-49.5% | $4,851-59.1% | $4,125-51.9% |
| Admin fee / account holder | $23,139 | $6,724+244.1% | $8,252+180.4% | $5,651+309.5% |