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 6-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 | $34,441 | $77,314-55.5% | $177,989-80.7% | $80,856-57.4% |
| Participation rate | 53.7% | 65.7%-12.0pp | 77.1%-23.4pp | 67.6%-14.0pp |
| Annual return | 10.50% | 18.09%-7.6pp | 294.48%-284.0pp | 35.59%-25.1pp |
| Employer contribution / active EE | $607 | $2,292-73.5% | $3,949-84.6% | $2,755-78.0% |
| Participant deferral / active EE | $2,556 | $4,411-42.1% | $6,276-59.3% | $4,296-40.5% |
| Admin fee / account holder | $1,408 | $7,191-80.4% | $10,363-86.4% | $6,918-79.6% |