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 | $45,296 | $54,705-17.2% | $71,209-36.4% | $84,808-46.6% |
| Participation rate | 52.9% | 64.1%-11.1pp | 73.8%-20.8pp | 68.3%-15.4pp |
| Annual return | 12.71% | 35.90%-23.2pp | 282.51%-269.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $832 | $2,158-61.4% | $2,721-69.4% | $2,631-68.4% |
| Participant deferral / active EE | $1,232 | $3,030-59.3% | $4,175-70.5% | $4,212-70.8% |
| Admin fee / account holder | $3,753 | $4,863-22.8% | $5,349-29.8% | $7,344-48.9% |