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 5-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 | $66,974 | $138,347-51.6% | $184,203-63.6% | $80,856-17.2% |
| Participation rate | 57.7% | 83.9%-26.2pp | 86.8%-29.1pp | 67.6%-9.9pp |
| Annual return | 4.98% | 20.02%-15.0pp | 28.81%-23.8pp | 35.59%-30.6pp |
| Employer contribution / active EE | $1,648 | $4,850-66.0% | $6,427-74.4% | $2,755-40.2% |
| Participant deferral / active EE | $5,590 | $7,071-20.9% | $9,131-38.8% | $4,296+30.1% |
| Admin fee / account holder | $637 | $10,483-93.9% | $13,901-95.4% | $6,918-90.8% |