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 | $69,636 | $86,929-19.9% | $102,423-32.0% | $80,856-13.9% |
| Participation rate | 54.9% | 72.4%-17.5pp | 76.5%-21.6pp | 67.6%-12.7pp |
| Annual return | 10.08% | 18.88%-8.8pp | 29.32%-19.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,169 | $2,369-50.7% | $3,023-61.3% | $2,755-57.6% |
| Participant deferral / active EE | $2,865 | $4,118-30.4% | $5,053-43.3% | $4,296-33.3% |
| Admin fee / account holder | $3,686 | $8,049-54.2% | $9,451-61.0% | $6,918-46.7% |