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 | $52,002 | $135,952-61.8% | $123,892-58.0% | $273,961-81.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 3.60% | 56.63%-53.0pp | 47.52%-43.9pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,203 | $5,170-76.7% | $4,617-73.9% | $4,869-75.3% |
| Participant deferral / active EE | $3,053 | $6,343-51.9% | $5,984-49.0% | $5,287-42.3% |
| Admin fee / account holder | $482 | $9,817-95.1% | $8,357-94.2% | $10,132-95.2% |