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 | $55,673 | $135,952-59.0% | $123,892-55.1% | $273,961-79.7% |
| Participation rate | 47.1% | 84.1%-37.0pp | 81.4%-34.4pp | 83.0%-36.0pp |
| Annual return | 1.43% | 56.63%-55.2pp | 47.52%-46.1pp | 41.45%-40.0pp |
| Employer contribution / active EE | $1,549 | $5,170-70.0% | $4,617-66.4% | $4,869-68.2% |
| Participant deferral / active EE | $4,086 | $6,343-35.6% | $5,984-31.7% | $5,287-22.7% |
| Admin fee / account holder | $830 | $9,817-91.5% | $8,357-90.1% | $10,132-91.8% |