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 | $61,914 | $76,552-19.1% | $123,892-50.0% | $62,891-1.6% |
| Participation rate | 41.0% | 73.0%-32.0pp | 81.4%-40.4pp | 69.3%-28.3pp |
| Annual return | 4.44% | 18.68%-14.2pp | 47.52%-43.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $657 | $2,883-77.2% | $4,617-85.8% | $2,281-71.2% |
| Participant deferral / active EE | $3,450 | $4,840-28.7% | $5,984-42.3% | $3,203+7.7% |
| Admin fee / account holder | $1,819 | $4,826-62.3% | $8,357-78.2% | $4,296-57.6% |