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 | $49,834 | $99,985-50.2% | $146,665-66.0% | $85,850-42.0% |
| Participation rate | 64.6% | 73.1%-8.5pp | 80.1%-15.5pp | 69.3%-4.7pp |
| Annual return | 8.35% | 18.93%-10.6pp | 22.74%-14.4pp | 318.53%-310.2pp |
| Employer contribution / active EE | $1,483 | $2,559-42.0% | $4,136-64.1% | $2,565-42.2% |
| Participant deferral / active EE | $3,168 | $4,006-20.9% | $5,506-42.5% | $3,952-19.8% |
| Admin fee / account holder | $11,239 | $7,702+45.9% | $10,280+9.3% | $6,260+79.5% |