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 | $106,015 | $154,228-31.3% | $145,433-27.1% | $137,256-22.8% |
| Participation rate | 39.1% | 83.8%-44.7pp | 82.1%-43.0pp | 80.0%-40.8pp |
| Annual return | 11.78% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,699 | $4,804-64.6% | $4,554-62.7% | $4,156-59.1% |
| Participant deferral / active EE | $5,020 | $8,216-38.9% | $7,897-36.4% | $6,407-21.6% |
| Admin fee / account holder | $19,199 | $14,344+33.9% | $13,129+46.2% | $12,270+56.5% |