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 | $45,921 | $48,795-5.9% | $65,493-29.9% | $84,808-45.9% |
| Participation rate | 56.7% | 67.0%-10.3pp | 73.1%-16.4pp | 68.3%-11.6pp |
| Annual return | 7.27% | 20.20%-12.9pp | 982.45%-975.2pp | 40.90%-33.6pp |
| Employer contribution / active EE | $1,227 | $1,930-36.4% | $2,574-52.3% | $2,631-53.3% |
| Participant deferral / active EE | $4,315 | $2,928+47.4% | $3,961+8.9% | $4,212+2.5% |
| Admin fee / account holder | $21,917 | $3,877+465.3% | $5,028+335.9% | $7,344+198.4% |