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 | $69,449 | $80,717-14.0% | $154,803-55.1% | $84,808-18.1% |
| Participation rate | 55.6% | 66.8%-11.3pp | 78.1%-22.5pp | 68.3%-12.8pp |
| Annual return | 9.99% | 37.96%-28.0pp | 58.88%-48.9pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,427 | $2,761-48.3% | $4,305-66.9% | $2,631-45.8% |
| Participant deferral / active EE | $3,872 | $3,303+17.2% | $5,540-30.1% | $4,212-8.1% |
| Admin fee / account holder | $1,746 | $6,746-74.1% | $14,329-87.8% | $7,344-76.2% |