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 | $33,619 | $70,669-52.4% | $169,368-80.2% | $75,163-55.3% |
| Participation rate | 38.2% | 64.8%-26.6pp | 77.1%-39.0pp | 67.2%-29.0pp |
| Annual return | 12.50% | 36.36%-23.9pp | 405.60%-393.1pp | 160.62%-148.1pp |
| Employer contribution / active EE | $728 | $2,211-67.1% | $4,013-81.9% | $2,670-72.7% |
| Participant deferral / active EE | $1,754 | $4,311-59.3% | $6,221-71.8% | $4,125-57.5% |
| Admin fee / account holder | $5,393 | $5,402-0.2% | $9,003-40.1% | $5,651-4.6% |