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 | $71,121 | $93,571-24.0% | $135,903-47.7% | $75,163-5.4% |
| Participation rate | 54.5% | 75.2%-20.6pp | 81.9%-27.4pp | 67.2%-12.6pp |
| Annual return | 15.01% | 30.90%-15.9pp | 68.23%-53.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,467 | $3,537-58.5% | $4,856-69.8% | $2,670-45.1% |
| Participant deferral / active EE | $5,082 | $6,404-20.6% | $7,758-34.5% | $4,125+23.2% |
| Admin fee / account holder | $2,510 | $6,975-64.0% | $10,762-76.7% | $5,651-55.6% |