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 | $53,871 | $54,762-1.6% | $90,281-40.3% | $72,985-26.2% |
| Participation rate | 30.5% | 65.1%-34.7pp | 73.3%-42.8pp | 69.5%-39.0pp |
| Annual return | 14.09% | 30.63%-16.5pp | 78.10%-64.0pp | 81.00%-66.9pp |
| Employer contribution / active EE | $805 | $2,092-61.5% | $2,854-71.8% | $2,440-67.0% |
| Participant deferral / active EE | $903 | $2,887-68.7% | $3,885-76.8% | $3,607-75.0% |
| Admin fee / account holder | $1,229 | $3,972-69.0% | $5,351-77.0% | $5,124-76.0% |