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 | $29,888 | $73,933-59.6% | $96,683-69.1% | $75,163-60.2% |
| Participation rate | 56.0% | 66.4%-10.4pp | 74.3%-18.3pp | 67.2%-11.2pp |
| Annual return | 12.41% | 26.70%-14.3pp | 35.69%-23.3pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,833 | $2,928-37.4% | $3,737-51.0% | $2,670-31.4% |
| Participant deferral / active EE | $3,354 | $3,659-8.3% | $4,878-31.2% | $4,125-18.7% |
| Admin fee / account holder | $20,655 | $5,216+296.0% | $6,730+206.9% | $5,651+265.5% |