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 | $67,270 | $81,474-17.4% | $133,956-49.8% | $73,488-8.5% |
| Participation rate | 45.0% | 76.4%-31.4pp | 79.8%-34.8pp | 70.7%-25.7pp |
| Annual return | 10.84% | 19.40%-8.6pp | 45.09%-34.3pp | 28.51%-17.7pp |
| Employer contribution / active EE | $1,416 | $2,209-35.9% | $3,919-63.9% | $2,270-37.6% |
| Participant deferral / active EE | $2,720 | $3,786-28.2% | $5,048-46.1% | $3,740-27.3% |
| Admin fee / account holder | $3,386 | $713+374.8% | $8,927-62.1% | $513+560.0% |