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 | $46,500 | $102,317-54.6% | $146,958-68.4% | $80,856-42.5% |
| Participation rate | 58.8% | 75.8%-17.0pp | 82.2%-23.3pp | 67.6%-8.8pp |
| Annual return | 11.75% | 134.76%-123.0pp | 418.34%-406.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,195 | $3,713-67.8% | $4,933-75.8% | $2,755-56.6% |
| Participant deferral / active EE | $3,456 | $6,644-48.0% | $8,070-57.2% | $4,296-19.5% |
| Admin fee / account holder | $1,632 | $7,941-79.4% | $12,998-87.4% | $6,918-76.4% |