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 | $120,191 | $172,111-30.2% | $150,298-20.0% | $137,256-12.4% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 9.71% | 69.37%-59.7pp | 62.79%-53.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,270 | $4,636-72.6% | $4,154-69.4% | $4,156-69.4% |
| Participant deferral / active EE | $5,611 | $6,166-9.0% | $5,453+2.9% | $6,407-12.4% |
| Admin fee / account holder | $1,031 | $16,471-93.7% | $14,116-92.7% | $12,270-91.6% |