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 | $56,380 | $81,208-30.6% | $98,907-43.0% | $79,858-29.4% |
| Participation rate | 58.8% | 72.5%-13.7pp | 76.0%-17.2pp | 69.6%-10.8pp |
| Annual return | 9.96% | 60.99%-51.0pp | 196.43%-186.5pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,563 | $1,960-20.3% | $2,689-41.9% | $2,471-36.8% |
| Participant deferral / active EE | $3,411 | $3,265+4.5% | $4,244-19.6% | $3,740-8.8% |
| Admin fee / account holder | $1,415 | $6,013-76.5% | $6,642-78.7% | $5,306-73.3% |