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 | $41,481 | $67,984-39.0% | $65,493-36.7% | $74,304-44.2% |
| Participation rate | 55.4% | 66.3%-10.9pp | 73.1%-17.7pp | 60.3%-4.9pp |
| Annual return | 9.97% | 19.87%-9.9pp | 982.45%-972.5pp | 29.43%-19.5pp |
| Employer contribution / active EE | $4,625 | $2,491+85.6% | $2,574+79.7% | $2,241+106.4% |
| Participant deferral / active EE | $1,563 | $3,346-53.3% | $3,961-60.6% | $3,767-58.5% |
| Admin fee / account holder | $5,312 | $1,373+287.0% | $5,028+5.6% | $2,969+78.9% |