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 | $64,221 | $114,381-43.9% | $107,525-40.3% | $142,382-54.9% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.1%-13.5pp | 80.1%-18.6pp |
| Annual return | 3.65% | 242.71%-239.1pp | 181.32%-177.7pp | 217.08%-213.4pp |
| Employer contribution / active EE | $1,296 | $4,015-67.7% | $3,754-65.5% | $4,299-69.9% |
| Participant deferral / active EE | $2,769 | $5,564-50.2% | $5,116-45.9% | $6,507-57.4% |
| Admin fee / account holder | $17,661 | $9,860+79.1% | $8,919+98.0% | $12,624+39.9% |