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 | $38,321 | $109,881-65.1% | $150,045-74.5% | $84,808-54.8% |
| Participation rate | 62.2% | 76.1%-13.9pp | 82.3%-20.1pp | 68.3%-6.1pp |
| Annual return | 9.99% | 28.25%-18.3pp | 62.55%-52.6pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,629 | $3,561-54.3% | $4,693-65.3% | $2,631-38.1% |
| Participant deferral / active EE | $2,590 | $6,636-61.0% | $7,997-67.6% | $4,212-38.5% |
| Admin fee / account holder | $1,583 | $8,568-81.5% | $13,435-88.2% | $7,344-78.4% |