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 | $61,499 | $62,672-1.9% | $185,117-66.8% | $70,131-12.3% |
| Participation rate | 61.3% | 63.8%-2.5pp | 77.3%-16.0pp | 69.5%-8.3pp |
| Annual return | 13.23% | 40.79%-27.6pp | 40.50%-27.3pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,153 | $1,753-34.2% | $4,182-72.4% | $2,342-50.8% |
| Participant deferral / active EE | $2,600 | $3,272-20.5% | $5,045-48.5% | $3,332-22.0% |
| Admin fee / account holder | $1,780 | $3,932-54.7% | $8,159-78.2% | $4,645-61.7% |