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 | $50,155 | $102,317-51.0% | $146,958-65.9% | $80,856-38.0% |
| Participation rate | 63.6% | 75.8%-12.2pp | 82.2%-18.5pp | 67.6%-4.0pp |
| Annual return | 10.12% | 134.76%-124.6pp | 418.34%-408.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,599 | $3,713-56.9% | $4,933-67.6% | $2,755-42.0% |
| Participant deferral / active EE | $3,228 | $6,644-51.4% | $8,070-60.0% | $4,296-24.9% |
| Admin fee / account holder | $1,234 | $7,941-84.5% | $12,998-90.5% | $6,918-82.2% |