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 | $75,984 | $101,724-25.3% | $164,813-53.9% | $80,856-6.0% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.6%-7.6pp |
| Annual return | 6.85% | 16.72%-9.9pp | 69.93%-63.1pp | 35.59%-28.7pp |
| Employer contribution / active EE | $1,689 | $2,953-42.8% | $4,341-61.1% | $2,755-38.7% |
| Participant deferral / active EE | $3,654 | $4,477-18.4% | $6,031-39.4% | $4,296-14.9% |
| Admin fee / account holder | $4,009 | $8,227-51.3% | $12,690-68.4% | $6,918-42.1% |