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 | $69,683 | $90,503-23.0% | $78,689-11.4% | $273,961-74.6% |
| Participation rate | 64.3% | 76.5%-12.2pp | 73.6%-9.3pp | 83.0%-18.7pp |
| Annual return | 1.11% | 75.60%-74.5pp | 62.18%-61.1pp | 41.45%-40.3pp |
| Employer contribution / active EE | $1,643 | $3,176-48.3% | $2,851-42.3% | $4,869-66.2% |
| Participant deferral / active EE | $3,111 | $3,901-20.3% | $3,517-11.5% | $5,287-41.2% |
| Admin fee / account holder | $1,710 | $5,263-67.5% | $4,510-62.1% | $10,132-83.1% |