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 | $52,671 | $78,672-33.0% | $109,143-51.7% | $85,850-38.6% |
| Participation rate | 63.6% | 68.3%-4.6pp | 75.9%-12.2pp | 69.3%-5.7pp |
| Annual return | 8.51% | 25.09%-16.6pp | 25.75%-17.2pp | 318.53%-310.0pp |
| Employer contribution / active EE | $1,210 | $2,735-55.7% | $3,722-67.5% | $2,565-52.8% |
| Participant deferral / active EE | $4,102 | $3,467+18.3% | $4,653-11.8% | $3,952+3.8% |
| Admin fee / account holder | $1,569 | $5,469-71.3% | $6,752-76.8% | $6,260-74.9% |