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 | $53,547 | $54,701-2.1% | $86,188-37.9% | $71,457-25.1% |
| Participation rate | 62.2% | 60.1%+2.1pp | 69.0%-6.8pp | 67.9%-5.8pp |
| Annual return | 13.23% | 20.06%-6.8pp | 1168.45%-1155.2pp | 28.85%-15.6pp |
| Employer contribution / active EE | $992 | $1,265-21.6% | $2,380-58.3% | $2,588-61.7% |
| Participant deferral / active EE | $2,592 | $3,108-16.6% | $3,985-35.0% | $4,289-39.6% |
| Admin fee / account holder | $5,836 | $1,922+203.7% | $6,852-14.8% | $1,587+267.6% |