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 | $46,142 | $51,604-10.6% | $129,295-64.3% | $80,874-42.9% |
| Participation rate | 40.4% | 57.0%-16.6pp | 69.6%-29.2pp | 67.6%-27.2pp |
| Annual return | 9.87% | 20.76%-10.9pp | 9429.28%-9419.4pp | 35.62%-25.7pp |
| Employer contribution / active EE | $1,084 | $1,585-31.6% | $4,157-73.9% | $2,756-60.7% |
| Participant deferral / active EE | $2,090 | $2,670-21.7% | $4,169-49.9% | $4,297-51.4% |
| Admin fee / account holder | $1,337 | $4,310-69.0% | $7,665-82.6% | $6,935-80.7% |