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 | $61,775 | $109,881-43.8% | $150,045-58.8% | $84,808-27.2% |
| Participation rate | 48.0% | 76.1%-28.1pp | 82.3%-34.3pp | 68.3%-20.3pp |
| Annual return | 12.92% | 28.25%-15.3pp | 62.55%-49.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,307 | $3,561-63.3% | $4,693-72.1% | $2,631-50.3% |
| Participant deferral / active EE | $4,126 | $6,636-37.8% | $7,997-48.4% | $4,212-2.0% |
| Admin fee / account holder | $3,658 | $8,568-57.3% | $13,435-72.8% | $7,344-50.2% |