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 | $29,753 | $60,892-51.1% | $82,389-63.9% | $84,808-64.9% |
| Participation rate | 45.5% | 63.3%-17.8pp | 69.5%-24.1pp | 68.3%-22.9pp |
| Annual return | 7.27% | 37.29%-30.0pp | 28.67%-21.4pp | 40.90%-33.6pp |
| Employer contribution / active EE | $1,189 | $1,779-33.2% | $2,517-52.8% | $2,631-54.8% |
| Participant deferral / active EE | $2,829 | $3,179-11.0% | $4,155-31.9% | $4,212-32.8% |
| Admin fee / account holder | $2,333 | $5,467-57.3% | $7,231-67.7% | $7,344-68.2% |