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 | $75,798 | $95,803-20.9% | $113,168-33.0% | $84,808-10.6% |
| Participation rate | 47.5% | 72.9%-25.4pp | 76.6%-29.1pp | 68.3%-20.8pp |
| Annual return | 11.44% | 25.00%-13.6pp | 24.27%-12.8pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,412 | $2,360-40.1% | $2,975-52.5% | $2,631-46.3% |
| Participant deferral / active EE | $4,267 | $4,242+0.6% | $5,107-16.5% | $4,212+1.3% |
| Admin fee / account holder | $5,934 | $8,989-34.0% | $12,068-50.8% | $7,344-19.2% |