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 | $42,135 | $85,766-50.9% | $136,294-69.1% | $70,131-39.9% |
| Participation rate | 47.1% | 74.2%-27.1pp | 81.9%-34.9pp | 69.5%-22.5pp |
| Annual return | 10.66% | 31.45%-20.8pp | 5155.94%-5145.3pp | 73.14%-62.5pp |
| Employer contribution / active EE | $914 | $2,966-69.2% | $4,695-80.5% | $2,342-61.0% |
| Participant deferral / active EE | $5,421 | $5,051+7.3% | $6,247-13.2% | $3,332+62.7% |
| Admin fee / account holder | $9,279 | $5,420+71.2% | $9,243+0.4% | $4,645+99.8% |