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 | $32,067 | $65,395-51.0% | $182,532-82.4% | $72,985-56.1% |
| Participation rate | 61.0% | 65.4%-4.5pp | 78.0%-17.0pp | 69.5%-8.5pp |
| Annual return | 17.74% | 27.68%-9.9pp | 148.54%-130.8pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,388 | $1,911-27.4% | $4,076-66.0% | $2,440-43.1% |
| Participant deferral / active EE | $2,539 | $3,563-28.7% | $5,524-54.0% | $3,607-29.6% |
| Admin fee / account holder | $902 | $4,245-78.8% | $8,592-89.5% | $5,124-82.4% |