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 | $67,275 | $109,881-38.8% | $150,045-55.2% | $84,808-20.7% |
| Participation rate | 51.2% | 76.1%-24.9pp | 82.3%-31.2pp | 68.3%-17.1pp |
| Annual return | 14.05% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,295 | $3,561-35.5% | $4,693-51.1% | $2,631-12.8% |
| Participant deferral / active EE | $4,177 | $6,636-37.1% | $7,997-47.8% | $4,212-0.8% |
| Admin fee / account holder | $3,666 | $8,568-57.2% | $13,435-72.7% | $7,344-50.1% |