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 | $34,371 | $54,517-37.0% | $75,972-54.8% | $74,495-53.9% |
| Participation rate | 57.3% | 60.3%-3.1pp | 69.1%-11.8pp | 67.2%-9.9pp |
| Annual return | 8.46% | 31.82%-23.4pp | 359.55%-351.1pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $1,541 | $1,777-13.3% | $2,685-42.6% | $2,623-41.3% |
| Participant deferral / active EE | $2,448 | $3,066-20.1% | $4,255-42.5% | $4,346-43.7% |
| Admin fee / account holder | $2,094 | $2,229-6.0% | $6,467-67.6% | $1,942+7.8% |