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 | $52,951 | $77,314-31.5% | $177,989-70.3% | $80,856-34.5% |
| Participation rate | 56.0% | 65.7%-9.7pp | 77.1%-21.1pp | 67.6%-11.6pp |
| Annual return | 10.48% | 18.09%-7.6pp | 294.48%-284.0pp | 35.59%-25.1pp |
| Employer contribution / active EE | $889 | $2,292-61.2% | $3,949-77.5% | $2,755-67.7% |
| Participant deferral / active EE | $3,343 | $4,411-24.2% | $6,276-46.7% | $4,296-22.2% |
| Admin fee / account holder | $8,165 | $7,191+13.5% | $10,363-21.2% | $6,918+18.0% |