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 | $36,094 | $78,422-54.0% | $95,952-62.4% | $79,858-54.8% |
| Participation rate | 68.1% | 73.5%-5.4pp | 77.1%-9.0pp | 69.6%-1.5pp |
| Annual return | 3.14% | 19.37%-16.2pp | 91.61%-88.5pp | 31.71%-28.6pp |
| Employer contribution / active EE | $1,635 | $1,945-15.9% | $2,541-35.7% | $2,471-33.8% |
| Participant deferral / active EE | $3,503 | $3,440+1.8% | $4,167-15.9% | $3,740-6.3% |
| Admin fee / account holder | $744 | $5,622-86.8% | $6,795-89.0% | $5,306-86.0% |