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 | $51,035 | $80,968-37.0% | $96,544-47.1% | $75,163-32.1% |
| Participation rate | 65.9% | 71.8%-5.9pp | 76.0%-10.1pp | 67.2%-1.3pp |
| Annual return | 11.19% | 27.06%-15.9pp | 25.84%-14.7pp | 160.62%-149.4pp |
| Employer contribution / active EE | $1,296 | $2,282-43.2% | $2,965-56.3% | $2,670-51.5% |
| Participant deferral / active EE | $3,449 | $3,928-12.2% | $4,851-28.9% | $4,125-16.4% |
| Admin fee / account holder | $11,255 | $6,724+67.4% | $8,252+36.4% | $5,651+99.2% |