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 5-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 | $38,259 | $93,571-59.1% | $135,903-71.8% | $75,163-49.1% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | 10.43% | 30.90%-20.5pp | 68.23%-57.8pp | 160.62%-150.2pp |
| Employer contribution / active EE | $1,807 | $3,537-48.9% | $4,856-62.8% | $2,670-32.3% |
| Participant deferral / active EE | $2,849 | $6,404-55.5% | $7,758-63.3% | $4,125-30.9% |
| Admin fee / account holder | $1,369 | $6,975-80.4% | $10,762-87.3% | $5,651-75.8% |