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 | $46,530 | $76,407-39.1% | $150,298-69.0% | $82,448-43.6% |
| Participation rate | 48.9% | 66.4%-17.5pp | 77.8%-28.8pp | 68.1%-19.2pp |
| Annual return | 10.56% | 39.99%-29.4pp | 62.79%-52.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,215 | $2,614-53.5% | $4,154-70.7% | $2,551-52.4% |
| Participant deferral / active EE | $1,822 | $3,214-43.3% | $5,453-66.6% | $4,139-56.0% |
| Admin fee / account holder | $6,060 | $6,352-4.6% | $14,116-57.1% | $7,234-16.2% |