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 | $56,677 | $71,050-20.2% | $93,606-39.5% | $80,856-29.9% |
| Participation rate | 39.7% | 60.4%-20.7pp | 68.7%-29.0pp | 67.6%-28.0pp |
| Annual return | 9.77% | 11.26%-1.5pp | 133.20%-123.4pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,892 | $1,564+21.0% | $2,420-21.8% | $2,755-31.3% |
| Participant deferral / active EE | $4,073 | $4,034+1.0% | $4,411-7.7% | $4,296-5.2% |
| Admin fee / account holder | $11,467 | $6,945+65.1% | $8,285+38.4% | $6,918+65.8% |