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 | $49,945 | $65,561-23.8% | $86,188-42.1% | $75,163-33.6% |
| Participation rate | 41.6% | 60.5%-18.9pp | 69.0%-27.4pp | 67.2%-25.6pp |
| Annual return | 11.88% | 46.05%-34.2pp | 1168.45%-1156.6pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,140 | $1,553-26.6% | $2,380-52.1% | $2,670-57.3% |
| Participant deferral / active EE | $2,388 | $3,024-21.0% | $3,985-40.1% | $4,125-42.1% |
| Admin fee / account holder | $2,481 | $5,474-54.7% | $6,852-63.8% | $5,651-56.1% |