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 | $88,335 | $159,602-44.7% | $150,045-41.1% | $142,382-38.0% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.3%-13.1pp | 80.1%-10.9pp |
| Annual return | 9.51% | 70.24%-60.7pp | 62.55%-53.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $944 | $4,961-81.0% | $4,693-79.9% | $4,299-78.0% |
| Participant deferral / active EE | $4,476 | $8,310-46.1% | $7,997-44.0% | $6,507-31.2% |
| Admin fee / account holder | $2,928 | $14,846-80.3% | $13,435-78.2% | $12,624-76.8% |