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 | $64,051 | $95,803-33.1% | $113,168-43.4% | $84,808-24.5% |
| Participation rate | 46.2% | 72.9%-26.7pp | 76.6%-30.4pp | 68.3%-22.2pp |
| Annual return | 12.05% | 25.00%-13.0pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,474 | $4,242+29.0% | $5,107+7.2% | $4,212+30.0% |
| Admin fee / account holder | $829 | $8,989-90.8% | $12,068-93.1% | $7,344-88.7% |