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 | $67,762 | $108,825-37.7% | $156,181-56.6% | $82,448-17.8% |
| Participation rate | 49.0% | 72.4%-23.3pp | 78.8%-29.8pp | 68.1%-19.0pp |
| Annual return | 9.68% | 20.59%-10.9pp | 64.87%-55.2pp | 41.64%-32.0pp |
| Employer contribution / active EE | $811 | $2,870-71.7% | $4,294-81.1% | $2,551-68.2% |
| Participant deferral / active EE | $2,340 | $4,577-48.9% | $6,132-61.8% | $4,139-43.5% |
| Admin fee / account holder | $5,761 | $9,341-38.3% | $14,586-60.5% | $7,234-20.4% |