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 | $43,197 | $98,750-56.3% | $149,696-71.1% | $79,858-45.9% |
| Participation rate | 54.1% | 75.8%-21.7pp | 82.5%-28.4pp | 69.6%-15.6pp |
| Annual return | 9.13% | 27.43%-18.3pp | 276.60%-267.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,767 | $3,216-45.1% | $4,644-61.9% | $2,471-28.5% |
| Participant deferral / active EE | $3,409 | $5,680-40.0% | $6,842-50.2% | $3,740-8.9% |
| Admin fee / account holder | $16,850 | $6,053+178.4% | $9,309+81.0% | $5,306+217.5% |