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 | $72,525 | $81,446-11.0% | $103,374-29.8% | $80,874-10.3% |
| Participation rate | 50.6% | 66.9%-16.3pp | 74.5%-23.9pp | 67.6%-17.1pp |
| Annual return | 10.37% | 25.57%-15.2pp | 24.89%-14.5pp | 35.62%-25.3pp |
| Employer contribution / active EE | $1,961 | $3,107-36.9% | $3,869-49.3% | $2,756-28.8% |
| Participant deferral / active EE | $3,452 | $3,870-10.8% | $5,058-31.7% | $4,297-19.7% |
| Admin fee / account holder | $6,905 | $6,715+2.8% | $8,394-17.7% | $6,935-0.4% |