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 | $59,636 | $98,750-39.6% | $149,696-60.2% | $79,858-25.3% |
| Participation rate | 58.1% | 75.8%-17.7pp | 82.5%-24.4pp | 69.6%-11.6pp |
| Annual return | 6.98% | 27.43%-20.4pp | 276.60%-269.6pp | 31.71%-24.7pp |
| Employer contribution / active EE | $1,419 | $3,216-55.9% | $4,644-69.4% | $2,471-42.6% |
| Participant deferral / active EE | $2,887 | $5,680-49.2% | $6,842-57.8% | $3,740-22.8% |
| Admin fee / account holder | $639 | $6,053-89.4% | $9,309-93.1% | $5,306-88.0% |