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 | $53,341 | $78,672-32.2% | $109,143-51.1% | $85,850-37.9% |
| Participation rate | 65.2% | 68.3%-3.1pp | 75.9%-10.7pp | 69.3%-4.2pp |
| Annual return | 9.25% | 25.09%-15.8pp | 25.75%-16.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $1,198 | $2,735-56.2% | $3,722-67.8% | $2,565-53.3% |
| Participant deferral / active EE | $2,371 | $3,467-31.6% | $4,653-49.0% | $3,952-40.0% |
| Admin fee / account holder | $13,526 | $5,469+147.3% | $6,752+100.3% | $6,260+116.1% |