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 | $53,641 | $78,672-31.8% | $109,143-50.9% | $85,850-37.5% |
| Participation rate | 37.9% | 68.3%-30.4pp | 75.9%-38.0pp | 69.3%-31.4pp |
| Annual return | 8.68% | 25.09%-16.4pp | 25.75%-17.1pp | 318.53%-309.8pp |
| Employer contribution / active EE | $889 | $2,735-67.5% | $3,722-76.1% | $2,565-65.3% |
| Participant deferral / active EE | $2,495 | $3,467-28.1% | $4,653-46.4% | $3,952-36.9% |
| Admin fee / account holder | $5,068 | $5,469-7.3% | $6,752-24.9% | $6,260-19.0% |