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 | $51,803 | $65,041-20.4% | $90,951-43.0% | $79,858-35.1% |
| Participation rate | 48.1% | 61.6%-13.6pp | 69.0%-21.0pp | 69.6%-21.6pp |
| Annual return | 7.08% | 30.45%-23.4pp | 134.60%-127.5pp | 31.71%-24.6pp |
| Employer contribution / active EE | $1,123 | $1,247-10.0% | $2,122-47.1% | $2,471-54.6% |
| Participant deferral / active EE | $2,018 | $2,512-19.7% | $3,373-40.2% | $3,740-46.1% |
| Admin fee / account holder | $2,531 | $4,536-44.2% | $5,959-57.5% | $5,306-52.3% |