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 | $38,041 | $60,892-37.5% | $82,389-53.8% | $84,808-55.1% |
| Participation rate | 48.3% | 63.3%-14.9pp | 69.5%-21.2pp | 68.3%-20.0pp |
| Annual return | 11.68% | 37.29%-25.6pp | 28.67%-17.0pp | 40.90%-29.2pp |
| Employer contribution / active EE | $410 | $1,779-77.0% | $2,517-83.7% | $2,631-84.4% |
| Participant deferral / active EE | $2,506 | $3,179-21.2% | $4,155-39.7% | $4,212-40.5% |
| Admin fee / account holder | $4,928 | $5,467-9.9% | $7,231-31.8% | $7,344-32.9% |