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 | $54,546 | $101,618-46.3% | $93,063-41.4% | $137,256-60.3% |
| Participation rate | 64.3% | 74.9%-10.6pp | 72.1%-7.8pp | 80.0%-15.7pp |
| Annual return | 8.76% | 223.95%-215.2pp | 34.15%-25.4pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,123 | $2,707-58.5% | $2,476-54.7% | $4,156-73.0% |
| Participant deferral / active EE | $1,589 | $4,279-62.9% | $3,958-59.9% | $6,407-75.2% |
| Admin fee / account holder | $2,066 | $6,198-66.7% | $6,033-65.8% | $12,270-83.2% |