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 | $154,228-42.7% | $145,433-39.3% | $137,256-35.6% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 9.51% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $944 | $4,804-80.3% | $4,554-79.3% | $4,156-77.3% |
| Participant deferral / active EE | $4,476 | $8,216-45.5% | $7,897-43.3% | $6,407-30.1% |
| Admin fee / account holder | $2,928 | $14,344-79.6% | $13,129-77.7% | $12,270-76.1% |