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 | $26,074 | $140,940-81.5% | $112,229-76.8% | $139,434-81.3% |
| Participation rate | 54.5% | 79.2%-24.6pp | 72.4%-17.9pp | 80.3%-25.8pp |
| Annual return | 3.08% | 32.71%-29.6pp | 30.20%-27.1pp | 372.94%-369.9pp |
| Employer contribution / active EE | $1,499 | $4,283-65.0% | $3,430-56.3% | $4,751-68.4% |
| Participant deferral / active EE | $2,473 | $5,874-57.9% | $4,798-48.5% | $6,710-63.2% |
| Admin fee / account holder | $7,587 | $9,954-23.8% | $7,748-2.1% | $11,403-33.5% |