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 6-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 | $53,495 | $148,978-64.1% | $200,582-73.3% | $84,808-36.9% |
| Participation rate | 49.2% | 84.2%-35.1pp | 86.9%-37.7pp | 68.3%-19.2pp |
| Annual return | 10.38% | 28.16%-17.8pp | 42.33%-31.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,361 | $4,815-51.0% | $6,419-63.2% | $2,631-10.3% |
| Participant deferral / active EE | $3,943 | $7,142-44.8% | $9,331-57.7% | $4,212-6.4% |
| Admin fee / account holder | $5,447 | $13,977-61.0% | $16,305-66.6% | $7,344-25.8% |