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 | $44,696 | $198,466-77.5% | $170,442-73.8% | $147,584-69.7% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 1.59% | 257.29%-255.7pp | 205.93%-204.3pp | 578.55%-577.0pp |
| Employer contribution / active EE | $2,380 | $6,184-61.5% | $5,433-56.2% | $4,876-51.2% |
| Participant deferral / active EE | $2,683 | $5,629-52.3% | $4,939-45.7% | $5,439-50.7% |
| Admin fee / account holder | $2,014 | $16,852-88.1% | $13,880-85.5% | $10,885-81.5% |