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 | $39,131 | $86,286-54.6% | $111,297-64.8% | $85,850-54.4% |
| Participation rate | 50.0% | 73.3%-23.3pp | 77.3%-27.3pp | 69.3%-19.3pp |
| Annual return | 10.08% | 19.99%-9.9pp | 54.65%-44.6pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,443 | $2,043-29.4% | $2,731-47.2% | $2,565-43.7% |
| Participant deferral / active EE | $3,456 | $3,641-5.1% | $4,487-23.0% | $3,952-12.5% |
| Admin fee / account holder | $2,481 | $8,188-69.7% | $7,964-68.9% | $6,260-60.4% |