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 | $49,316 | $76,407-35.5% | $150,298-67.2% | $82,448-40.2% |
| Participation rate | 41.4% | 66.4%-25.0pp | 77.8%-36.4pp | 68.1%-26.7pp |
| Annual return | 8.45% | 39.99%-31.5pp | 62.79%-54.3pp | 41.64%-33.2pp |
| Employer contribution / active EE | $1,038 | $2,614-60.3% | $4,154-75.0% | $2,551-59.3% |
| Participant deferral / active EE | $1,227 | $3,214-61.8% | $5,453-77.5% | $4,139-70.4% |
| Admin fee / account holder | $10,223 | $6,352+60.9% | $14,116-27.6% | $7,234+41.3% |