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 | $35,737 | $49,227-27.4% | $70,449-49.3% | $79,858-55.2% |
| Participation rate | 62.3% | 69.2%-6.9pp | 75.1%-12.8pp | 69.6%-7.4pp |
| Annual return | 3.24% | 30.06%-26.8pp | 109.03%-105.8pp | 31.71%-28.5pp |
| Employer contribution / active EE | $3,679 | $2,099+75.3% | $2,737+34.5% | $2,471+48.9% |
| Participant deferral / active EE | $2,538 | $2,768-8.3% | $3,709-31.6% | $3,740-32.1% |
| Admin fee / account holder | $12,701 | $2,878+341.3% | $3,845+230.3% | $5,306+139.4% |