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 | $59,258 | $63,346-6.5% | $92,233-35.8% | $70,131-15.5% |
| Participation rate | 38.0% | 68.7%-30.7pp | 76.5%-38.5pp | 69.5%-31.5pp |
| Annual return | 7.93% | 530.12%-522.2pp | 176.28%-168.3pp | 73.14%-65.2pp |
| Employer contribution / active EE | $1,523 | $2,471-38.4% | $3,679-58.6% | $2,342-35.0% |
| Participant deferral / active EE | $3,045 | $2,854+6.7% | $3,897-21.9% | $3,332-8.6% |
| Admin fee / account holder | $2,806 | $3,840-26.9% | $5,194-46.0% | $4,645-39.6% |