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 | $38,695 | $135,952-71.5% | $123,892-68.8% | $273,961-85.9% |
| Participation rate | 54.2% | 84.1%-29.9pp | 81.4%-27.2pp | 83.0%-28.8pp |
| Annual return | 3.15% | 56.63%-53.5pp | 47.52%-44.4pp | 41.45%-38.3pp |
| Employer contribution / active EE | $1,509 | $5,170-70.8% | $4,617-67.3% | $4,869-69.0% |
| Participant deferral / active EE | $5,977 | $6,343-5.8% | $5,984-0.1% | $5,287+13.0% |
| Admin fee / account holder | $8,005 | $9,817-18.5% | $8,357-4.2% | $10,132-21.0% |