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 | $64,839 | $89,355-27.4% | $141,162-54.1% | $72,985-11.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 18.14% | 111.85%-93.7pp | 71.39%-53.2pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,373 | $3,114-55.9% | $4,735-71.0% | $2,440-43.7% |
| Participant deferral / active EE | $3,490 | $5,418-35.6% | $6,709-48.0% | $3,607-3.3% |
| Admin fee / account holder | $8,551 | $5,958+43.5% | $10,261-16.7% | $5,124+66.9% |