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 | $18,976 | $45,035-57.9% | $62,995-69.9% | $70,131-72.9% |
| Participation rate | 69.2% | 69.5%-0.3pp | 74.8%-5.6pp | 69.5%-0.3pp |
| Annual return | 10.58% | 18.76%-8.2pp | 87.57%-77.0pp | 73.14%-62.6pp |
| Employer contribution / active EE | $559 | $2,051-72.8% | $2,759-79.8% | $2,342-76.2% |
| Participant deferral / active EE | $2,447 | $2,465-0.7% | $3,329-26.5% | $3,332-26.6% |
| Admin fee / account holder | $1,836 | $2,834-35.2% | $3,600-49.0% | $4,645-60.5% |