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 | $103,874 | $78,672+32.0% | $109,143-4.8% | $85,850+21.0% |
| Participation rate | 56.3% | 68.3%-12.0pp | 75.9%-19.6pp | 69.3%-13.1pp |
| Annual return | 2.33% | 25.09%-22.8pp | 25.75%-23.4pp | 318.53%-316.2pp |
| Employer contribution / active EE | $1,533 | $2,735-44.0% | $3,722-58.8% | $2,565-40.2% |
| Participant deferral / active EE | $3,319 | $3,467-4.3% | $4,653-28.7% | $3,952-16.0% |
| Admin fee / account holder | $1,124 | $5,469-79.5% | $6,752-83.4% | $6,260-82.0% |