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 | $62,700 | $94,031-33.3% | $115,768-45.8% | $82,448-24.0% |
| Participation rate | 58.6% | 70.4%-11.8pp | 74.4%-15.8pp | 68.1%-9.4pp |
| Annual return | 11.97% | 20.61%-8.6pp | 100.46%-88.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,008 | $2,323-56.6% | $2,940-65.7% | $2,551-60.5% |
| Participant deferral / active EE | $1,794 | $3,972-54.8% | $4,917-63.5% | $4,139-56.7% |
| Admin fee / account holder | $12,213 | $10,249+19.2% | $12,439-1.8% | $7,234+68.8% |