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 | $58,295 | $105,181-44.6% | $159,436-63.4% | $85,850-32.1% |
| Participation rate | 36.0% | 75.8%-39.8pp | 82.8%-46.8pp | 69.3%-33.3pp |
| Annual return | 5.11% | 45.07%-40.0pp | 263.57%-258.5pp | 318.53%-313.4pp |
| Employer contribution / active EE | $1,688 | $3,318-49.1% | $4,829-65.0% | $2,565-34.2% |
| Participant deferral / active EE | $2,868 | $5,945-51.8% | $7,352-61.0% | $3,952-27.4% |
| Admin fee / account holder | $6,408 | $6,933-7.6% | $10,799-40.7% | $6,260+2.4% |