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 | $46,646 | $52,279-10.8% | $89,391-47.8% | $79,858-41.6% |
| Participation rate | 59.5% | 57.5%+1.9pp | 68.0%-8.5pp | 69.6%-10.2pp |
| Annual return | 9.28% | 22.16%-12.9pp | 245.62%-236.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $799 | $1,572-49.2% | $2,586-69.1% | $2,471-67.7% |
| Participant deferral / active EE | $1,920 | $2,740-29.9% | $3,890-50.6% | $3,740-48.7% |
| Admin fee / account holder | $2,130 | $3,356-36.5% | $4,881-56.4% | $5,306-59.9% |