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 7-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 | $26,338 | $49,922-47.2% | $80,569-67.3% | $75,163-65.0% |
| Participation rate | 50.0% | 55.3%-5.3pp | 67.0%-17.0pp | 67.2%-17.2pp |
| Annual return | 10.81% | 34.69%-23.9pp | 935.43%-924.6pp | 160.62%-149.8pp |
| Employer contribution / active EE | $1,618 | $1,698-4.7% | $2,723-40.6% | $2,670-39.4% |
| Participant deferral / active EE | $2,971 | $2,990-0.7% | $4,447-33.2% | $4,125-28.0% |
| Admin fee / account holder | $596 | $3,577-83.3% | $5,377-88.9% | $5,651-89.5% |