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 | $32,678 | $79,449-58.9% | $189,557-82.8% | $85,850-61.9% |
| Participation rate | 50.0% | 66.0%-16.0pp | 78.4%-28.4pp | 69.3%-19.3pp |
| Annual return | 11.30% | 18.45%-7.1pp | 64.17%-52.9pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,041 | $2,081-50.0% | $4,412-76.4% | $2,565-59.4% |
| Participant deferral / active EE | $1,434 | $4,051-64.6% | $6,174-76.8% | $3,952-63.7% |
| Admin fee / account holder | $601 | $5,377-88.8% | $9,807-93.9% | $6,260-90.4% |