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 | $47,555 | $77,899-39.0% | $149,673-68.2% | $75,163-36.7% |
| Participation rate | 65.5% | 65.6%-0.1pp | 78.8%-13.2pp | 67.2%-1.7pp |
| Annual return | 12.92% | 31.72%-18.8pp | 134.42%-121.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,767 | $3,137-43.7% | $4,818-63.3% | $2,670-33.8% |
| Participant deferral / active EE | $2,723 | $3,411-20.2% | $5,680-52.1% | $4,125-34.0% |
| Admin fee / account holder | $2,090 | $5,956-64.9% | $13,210-84.2% | $5,651-63.0% |