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 | $64,166 | $88,360-27.4% | $145,433-55.9% | $67,986-5.6% |
| Participation rate | 52.3% | 65.5%-13.2pp | 82.1%-29.8pp | 57.2%-4.9pp |
| Annual return | 14.09% | 63.15%-49.1pp | 66.58%-52.5pp | 31.67%-17.6pp |
| Employer contribution / active EE | $1,105 | $3,054-63.8% | $4,554-75.7% | $2,019-45.3% |
| Participant deferral / active EE | $2,145 | $5,932-63.8% | $7,897-72.8% | $3,358-36.1% |
| Admin fee / account holder | $3,034 | $3,313-8.4% | $13,129-76.9% | $3,203-5.3% |