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 | $141,103 | $177,572-20.5% | $154,803-8.9% | $142,382-0.9% |
| Participation rate | 52.2% | 82.1%-29.9pp | 78.1%-25.9pp | 80.1%-27.9pp |
| Annual return | 10.76% | 65.07%-54.3pp | 58.88%-48.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,125 | $4,810-76.6% | $4,305-73.9% | $4,299-73.8% |
| Participant deferral / active EE | $2,286 | $6,272-63.5% | $5,540-58.7% | $6,507-64.9% |
| Admin fee / account holder | $1,582 | $16,786-90.6% | $14,329-89.0% | $12,624-87.5% |