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 | $67,879 | $91,190-25.6% | $178,490-62.0% | $79,858-15.0% |
| Participation rate | 31.3% | 69.2%-38.0pp | 81.9%-50.7pp | 69.6%-38.4pp |
| Annual return | 9.32% | 24.19%-14.9pp | 151.07%-141.8pp | 31.71%-22.4pp |
| Employer contribution / active EE | $940 | $3,256-71.1% | $5,011-81.2% | $2,471-61.9% |
| Participant deferral / active EE | $1,207 | $3,236-62.7% | $5,202-76.8% | $3,740-67.7% |
| Admin fee / account holder | $7,371 | $6,751+9.2% | $13,984-47.3% | $5,306+38.9% |