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 | $50,845 | $91,190-44.2% | $178,490-71.5% | $79,858-36.3% |
| Participation rate | 61.5% | 69.2%-7.7pp | 81.9%-20.4pp | 69.6%-8.1pp |
| Annual return | 7.10% | 24.19%-17.1pp | 151.07%-144.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $1,556 | $3,256-52.2% | $5,011-69.0% | $2,471-37.0% |
| Participant deferral / active EE | $2,352 | $3,236-27.3% | $5,202-54.8% | $3,740-37.1% |
| Admin fee / account holder | $2,039 | $6,751-69.8% | $13,984-85.4% | $5,306-61.6% |