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 | $84,978 | $86,286-1.5% | $111,297-23.6% | $85,850-1.0% |
| Participation rate | 31.6% | 73.3%-41.7pp | 77.3%-45.7pp | 69.3%-37.7pp |
| Annual return | 8.53% | 19.99%-11.5pp | 54.65%-46.1pp | 318.53%-310.0pp |
| Employer contribution / active EE | $1,047 | $2,043-48.7% | $2,731-61.7% | $2,565-59.2% |
| Participant deferral / active EE | $3,131 | $3,641-14.0% | $4,487-30.2% | $3,952-20.8% |
| Admin fee / account holder | $6,377 | $8,188-22.1% | $7,964-19.9% | $6,260+1.9% |