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 | $59,526 | $87,013-31.6% | $106,213-44.0% | $80,856-26.4% |
| Participation rate | 58.1% | 70.4%-12.4pp | 75.3%-17.2pp | 67.6%-9.6pp |
| Annual return | 9.81% | 17.05%-7.2pp | 116.14%-106.3pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,723 | $2,395-28.1% | $3,171-45.7% | $2,755-37.5% |
| Participant deferral / active EE | $6,351 | $3,986+59.3% | $5,016+26.6% | $4,296+47.8% |
| Admin fee / account holder | $1,508 | $8,431-82.1% | $11,033-86.3% | $6,918-78.2% |