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 | $44,596 | $45,035-1.0% | $62,995-29.2% | $70,131-36.4% |
| Participation rate | 55.7% | 69.5%-13.8pp | 74.8%-19.1pp | 69.5%-13.8pp |
| Annual return | 9.54% | 18.76%-9.2pp | 87.57%-78.0pp | 73.14%-63.6pp |
| Employer contribution / active EE | $1,882 | $2,051-8.3% | $2,759-31.8% | $2,342-19.7% |
| Participant deferral / active EE | $2,814 | $2,465+14.2% | $3,329-15.5% | $3,332-15.5% |
| Admin fee / account holder | $1,598 | $2,834-43.6% | $3,600-55.6% | $4,645-65.6% |