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 | $55,194 | $81,460-32.2% | $103,333-46.6% | $80,856-31.7% |
| Participation rate | 48.6% | 66.8%-18.2pp | 74.5%-25.9pp | 67.6%-19.0pp |
| Annual return | 10.10% | 25.55%-15.4pp | 24.88%-14.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,766 | $3,105-43.1% | $3,868-54.3% | $2,755-35.9% |
| Participant deferral / active EE | $3,386 | $3,869-12.5% | $5,057-33.0% | $4,296-21.2% |
| Admin fee / account holder | $21,401 | $6,566+225.9% | $8,355+156.2% | $6,918+209.4% |