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 | $68,325 | $93,571-27.0% | $135,903-49.7% | $75,163-9.1% |
| Participation rate | 62.0% | 75.2%-13.2pp | 81.9%-19.9pp | 67.2%-5.2pp |
| Annual return | 14.18% | 30.90%-16.7pp | 68.23%-54.1pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,743 | $3,537-50.7% | $4,856-64.1% | $2,670-34.7% |
| Participant deferral / active EE | $3,006 | $6,404-53.1% | $7,758-61.3% | $4,125-27.1% |
| Admin fee / account holder | $3,650 | $6,975-47.7% | $10,762-66.1% | $5,651-35.4% |