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 | $83,908 | $89,753-6.5% | $107,525-22.0% | $84,808-1.1% |
| Participation rate | 56.5% | 68.1%-11.5pp | 75.1%-18.6pp | 68.3%-11.8pp |
| Annual return | 12.04% | 29.48%-17.4pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,646 | $3,113-47.1% | $3,754-56.1% | $2,631-37.4% |
| Participant deferral / active EE | $3,705 | $4,056-8.7% | $5,116-27.6% | $4,212-12.0% |
| Admin fee / account holder | $13,596 | $7,222+88.3% | $8,919+52.4% | $7,344+85.1% |