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 | $43,030 | $93,571-54.0% | $135,903-68.3% | $75,163-42.8% |
| Participation rate | 60.3% | 75.2%-14.9pp | 81.9%-21.6pp | 67.2%-6.9pp |
| Annual return | 13.89% | 30.90%-17.0pp | 68.23%-54.3pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,738 | $3,537-50.9% | $4,856-64.2% | $2,670-34.9% |
| Participant deferral / active EE | $3,660 | $6,404-42.8% | $7,758-52.8% | $4,125-11.3% |
| Admin fee / account holder | $2,553 | $6,975-63.4% | $10,762-76.3% | $5,651-54.8% |