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 | $49,035 | $65,365-25.0% | $92,893-47.2% | $72,985-32.8% |
| Participation rate | 63.6% | 68.3%-4.7pp | 76.0%-12.4pp | 69.5%-5.8pp |
| Annual return | 4.94% | 42.10%-37.2pp | 109.41%-104.5pp | 81.00%-76.1pp |
| Employer contribution / active EE | $1,513 | $2,594-41.7% | $3,653-58.6% | $2,440-38.0% |
| Participant deferral / active EE | $2,413 | $3,128-22.9% | $4,236-43.0% | $3,607-33.1% |
| Admin fee / account holder | $2,638 | $4,251-38.0% | $5,794-54.5% | $5,124-48.5% |