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 | $71,385 | $56,053+27.4% | $75,972-6.0% | $80,856-11.7% |
| Participation rate | 54.5% | 62.0%-7.5pp | 69.1%-14.5pp | 67.6%-13.1pp |
| Annual return | 8.61% | 20.53%-11.9pp | 359.55%-350.9pp | 35.59%-27.0pp |
| Employer contribution / active EE | $743 | $1,874-60.4% | $2,685-72.3% | $2,755-73.0% |
| Participant deferral / active EE | $2,952 | $3,052-3.3% | $4,255-30.6% | $4,296-31.3% |
| Admin fee / account holder | $5,205 | $5,234-0.5% | $6,467-19.5% | $6,918-24.8% |