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 | $78,765 | $89,753-12.2% | $107,525-26.7% | $84,808-7.1% |
| Participation rate | 43.6% | 68.1%-24.4pp | 75.1%-31.4pp | 68.3%-24.7pp |
| Annual return | 3.57% | 29.48%-25.9pp | 181.32%-177.7pp | 40.90%-37.3pp |
| Employer contribution / active EE | $2,038 | $3,113-34.5% | $3,754-45.7% | $2,631-22.5% |
| Participant deferral / active EE | $3,707 | $4,056-8.6% | $5,116-27.5% | $4,212-12.0% |
| Admin fee / account holder | $745 | $7,222-89.7% | $8,919-91.6% | $7,344-89.8% |