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 | $42,996 | $43,075-0.2% | $74,583-42.4% | $62,891-31.6% |
| Participation rate | 57.6% | 58.1%-0.5pp | 68.1%-10.5pp | 69.3%-11.7pp |
| Annual return | 1.69% | 17.50%-15.8pp | 20.47%-18.8pp | 20.14%-18.5pp |
| Employer contribution / active EE | $955 | $1,498-36.2% | $2,525-62.2% | $2,281-58.1% |
| Participant deferral / active EE | $1,633 | $2,389-31.7% | $3,458-52.8% | $3,203-49.0% |
| Admin fee / account holder | $1,026 | $2,840-63.9% | $4,138-75.2% | $4,296-76.1% |