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 | $32,327 | $91,552-64.7% | $133,956-75.9% | $79,858-59.5% |
| Participation rate | 55.3% | 73.3%-18.0pp | 79.8%-24.5pp | 69.6%-14.3pp |
| Annual return | 8.78% | 61.85%-53.1pp | 45.09%-36.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,638 | $2,384-31.3% | $3,919-58.2% | $2,471-33.7% |
| Participant deferral / active EE | $2,762 | $3,733-26.0% | $5,048-45.3% | $3,740-26.2% |
| Admin fee / account holder | $4,107 | $6,321-35.0% | $8,927-54.0% | $5,306-22.6% |