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 | $32,615 | $65,409-50.1% | $98,442-66.9% | $85,850-62.0% |
| Participation rate | 63.0% | 65.0%-2.0pp | 73.3%-10.4pp | 69.3%-6.4pp |
| Annual return | 5.73% | 21.76%-16.0pp | 1492.73%-1487.0pp | 318.53%-312.8pp |
| Employer contribution / active EE | $1,848 | $2,168-14.7% | $2,960-37.6% | $2,565-27.9% |
| Participant deferral / active EE | $3,683 | $3,166+16.3% | $4,276-13.9% | $3,952-6.8% |
| Admin fee / account holder | $1,669 | $4,593-63.6% | $5,949-71.9% | $6,260-73.3% |