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 | $54,116 | $59,839-9.6% | $81,983-34.0% | $79,858-32.2% |
| Participation rate | 36.4% | 61.6%-25.3pp | 69.2%-32.9pp | 69.6%-33.3pp |
| Annual return | 6.18% | 17.56%-11.4pp | 41.31%-35.1pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,152 | $1,713-32.8% | $2,498-53.9% | $2,471-53.4% |
| Participant deferral / active EE | $1,482 | $2,695-45.0% | $3,722-60.2% | $3,740-60.4% |
| Admin fee / account holder | $1,836 | $4,287-57.2% | $5,664-67.6% | $5,306-65.4% |