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 | $32,380 | $73,933-56.2% | $96,683-66.5% | $75,163-56.9% |
| Participation rate | 64.7% | 66.4%-1.7pp | 74.3%-9.6pp | 67.2%-2.5pp |
| Annual return | 10.35% | 26.70%-16.3pp | 35.69%-25.3pp | 160.62%-150.3pp |
| Employer contribution / active EE | $2,182 | $2,928-25.5% | $3,737-41.6% | $2,670-18.3% |
| Participant deferral / active EE | $4,013 | $3,659+9.7% | $4,878-17.7% | $4,125-2.7% |
| Admin fee / account holder | $748 | $5,216-85.7% | $6,730-88.9% | $5,651-86.8% |