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 | $68,081 | $85,766-20.6% | $136,294-50.0% | $70,131-2.9% |
| Participation rate | 40.5% | 74.2%-33.7pp | 81.9%-41.4pp | 69.5%-29.1pp |
| Annual return | 10.84% | 31.45%-20.6pp | 5155.94%-5145.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $1,109 | $2,966-62.6% | $4,695-76.4% | $2,342-52.7% |
| Participant deferral / active EE | $3,709 | $5,051-26.6% | $6,247-40.6% | $3,332+11.3% |
| Admin fee / account holder | $15,957 | $5,420+194.4% | $9,243+72.6% | $4,645+243.5% |