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 | $105,634 | $163,101-35.2% | $136,749-22.8% | $142,382-25.8% |
| Participation rate | 62.5% | 78.2%-15.7pp | 72.1%-9.6pp | 80.1%-17.6pp |
| Annual return | 7.17% | 27.54%-20.4pp | 24.33%-17.2pp | 217.08%-209.9pp |
| Employer contribution / active EE | $2,059 | $4,117-50.0% | $3,400-39.4% | $4,299-52.1% |
| Participant deferral / active EE | $5,219 | $5,585-6.5% | $4,692+11.2% | $6,507-19.8% |
| Admin fee / account holder | $2,433 | $14,318-83.0% | $11,386-78.6% | $12,624-80.7% |