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 | $91,016 | $181,894-50.0% | $156,549-41.9% | $273,961-66.8% |
| Participation rate | 41.2% | 88.4%-47.2pp | 84.0%-42.8pp | 83.0%-41.8pp |
| Annual return | -8.92% | 30.74%-39.7pp | 32.23%-41.1pp | 41.45%-50.4pp |
| Employer contribution / active EE | $8,228 | $6,248+31.7% | $5,501+49.6% | $4,869+69.0% |
| Participant deferral / active EE | $3,279 | $5,550-40.9% | $4,871-32.7% | $5,287-38.0% |
| Admin fee / account holder | $6,340 | $15,559-59.2% | $13,027-51.3% | $10,132-37.4% |