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 7-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 | $71,014 | $87,013-18.4% | $106,213-33.1% | $80,856-12.2% |
| Participation rate | 60.6% | 70.4%-9.8pp | 75.3%-14.7pp | 67.6%-7.0pp |
| Annual return | 9.22% | 17.05%-7.8pp | 116.14%-106.9pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,677 | $2,395-30.0% | $3,171-47.1% | $2,755-39.1% |
| Participant deferral / active EE | $4,430 | $3,986+11.1% | $5,016-11.7% | $4,296+3.1% |
| Admin fee / account holder | $4,836 | $8,431-42.6% | $11,033-56.2% | $6,918-30.1% |