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 | $72,905 | $81,208-10.2% | $98,907-26.3% | $79,858-8.7% |
| Participation rate | 57.3% | 72.5%-15.2pp | 76.0%-18.7pp | 69.6%-12.3pp |
| Annual return | 6.76% | 60.99%-54.2pp | 196.43%-189.7pp | 31.71%-24.9pp |
| Employer contribution / active EE | $991 | $1,960-49.4% | $2,689-63.1% | $2,471-59.9% |
| Participant deferral / active EE | $1,966 | $3,265-39.8% | $4,244-53.7% | $3,740-47.4% |
| Admin fee / account holder | $5,019 | $6,013-16.5% | $6,642-24.4% | $5,306-5.4% |