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 | $51,123 | $100,970-49.4% | $96,576-47.1% | $137,256-62.8% |
| Participation rate | 68.4% | 82.6%-14.2pp | 81.4%-13.0pp | 80.0%-11.5pp |
| Annual return | 4.31% | 38.16%-33.8pp | 38.47%-34.2pp | 220.34%-216.0pp |
| Employer contribution / active EE | $1,187 | $3,809-68.8% | $3,553-66.6% | $4,156-71.4% |
| Participant deferral / active EE | $3,599 | $8,286-56.6% | $7,956-54.8% | $6,407-43.8% |
| Admin fee / account holder | $3,263 | $11,312-71.2% | $11,381-71.3% | $12,270-73.4% |