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 | $106,155 | $111,754-5.0% | $103,333+2.7% | $145,922-27.3% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 8.73% | 24.77%-16.0pp | 24.88%-16.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,128 | $4,212-73.2% | $3,868-70.8% | $4,660-75.8% |
| Participant deferral / active EE | $3,454 | $5,619-38.5% | $5,057-31.7% | $6,688-48.4% |
| Admin fee / account holder | $633 | $9,750-93.5% | $8,355-92.4% | $13,397-95.3% |