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 | $50,197 | $85,766-41.5% | $136,294-63.2% | $70,131-28.4% |
| Participation rate | 48.0% | 74.2%-26.2pp | 81.9%-33.9pp | 69.5%-21.5pp |
| Annual return | 11.52% | 31.45%-19.9pp | 5155.94%-5144.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $772 | $2,966-74.0% | $4,695-83.6% | $2,342-67.0% |
| Participant deferral / active EE | $2,195 | $5,051-56.5% | $6,247-64.9% | $3,332-34.1% |
| Admin fee / account holder | $3,756 | $5,420-30.7% | $9,243-59.4% | $4,645-19.1% |