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 | $53,944 | $110,257-51.1% | $96,544-44.1% | $139,434-61.3% |
| Participation rate | 55.6% | 78.1%-22.5pp | 76.0%-20.4pp | 80.3%-24.8pp |
| Annual return | -6.75% | 26.32%-33.1pp | 25.84%-32.6pp | 372.94%-379.7pp |
| Employer contribution / active EE | $1,271 | $3,620-64.9% | $2,965-57.1% | $4,751-73.3% |
| Participant deferral / active EE | $3,303 | $5,548-40.5% | $4,851-31.9% | $6,710-50.8% |
| Admin fee / account holder | $7,449 | $11,591-35.7% | $8,252-9.7% | $11,403-34.7% |