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 10-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 | $72,930 | $57,590+26.6% | $86,233-15.4% | $82,448-11.5% |
| Participation rate | 14.8% | 57.9%-43.1pp | 69.0%-54.3pp | 68.1%-53.3pp |
| Annual return | 13.29% | 22.41%-9.1pp | 61.39%-48.1pp | 41.64%-28.4pp |
| Employer contribution / active EE | $281 | $1,655-83.0% | $2,504-88.8% | $2,551-89.0% |
| Participant deferral / active EE | $926 | $3,080-69.9% | $4,559-79.7% | $4,139-77.6% |
| Admin fee / account holder | $1,775 | $4,730-62.5% | $8,342-78.7% | $7,234-75.5% |