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 | $33,490 | $107,334-68.8% | $92,893-63.9% | $152,861-78.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 6.24% | 145.58%-139.3pp | 109.41%-103.2pp | 345.32%-339.1pp |
| Employer contribution / active EE | $1,651 | $4,221-60.9% | $3,653-54.8% | $4,762-65.3% |
| Participant deferral / active EE | $3,002 | $4,845-38.0% | $4,236-29.1% | $5,850-48.7% |
| Admin fee / account holder | $1,860 | $7,079-73.7% | $5,794-67.9% | $11,596-84.0% |