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 | $28,636 | $77,899-63.2% | $149,673-80.9% | $75,163-61.9% |
| Participation rate | 51.9% | 65.6%-13.7pp | 78.8%-26.9pp | 67.2%-15.3pp |
| Annual return | 12.66% | 31.72%-19.1pp | 134.42%-121.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $2,380 | $3,137-24.1% | $4,818-50.6% | $2,670-10.8% |
| Participant deferral / active EE | $3,124 | $3,411-8.4% | $5,680-45.0% | $4,125-24.3% |
| Admin fee / account holder | $7,233 | $5,956+21.4% | $13,210-45.2% | $5,651+28.0% |