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 | $91,607 | $65,041+40.8% | $90,951+0.7% | $79,858+14.7% |
| Participation rate | 53.6% | 61.6%-8.0pp | 69.0%-15.4pp | 69.6%-16.1pp |
| Annual return | 9.50% | 30.45%-20.9pp | 134.60%-125.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $295 | $1,247-76.3% | $2,122-86.1% | $2,471-88.0% |
| Participant deferral / active EE | $2,135 | $2,512-15.0% | $3,373-36.7% | $3,740-42.9% |
| Admin fee / account holder | $1,415 | $4,536-68.8% | $5,959-76.3% | $5,306-73.3% |