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 | $53,898 | $86,286-37.5% | $111,297-51.6% | $85,850-37.2% |
| Participation rate | 60.0% | 73.3%-13.3pp | 77.3%-17.3pp | 69.3%-9.3pp |
| Annual return | 10.10% | 19.99%-9.9pp | 54.65%-44.5pp | 318.53%-308.4pp |
| Employer contribution / active EE | $1,907 | $2,043-6.6% | $2,731-30.2% | $2,565-25.6% |
| Participant deferral / active EE | $3,606 | $3,641-0.9% | $4,487-19.6% | $3,952-8.7% |
| Admin fee / account holder | $514 | $8,188-93.7% | $7,964-93.6% | $6,260-91.8% |