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 | $86,214 | $157,256-45.2% | $141,162-38.9% | $152,861-43.6% |
| Participation rate | 46.7% | 84.8%-38.2pp | 82.5%-35.8pp | 82.4%-35.8pp |
| Annual return | 13.16% | 64.32%-51.2pp | 71.39%-58.2pp | 345.32%-332.2pp |
| Employer contribution / active EE | $1,582 | $5,261-69.9% | $4,735-66.6% | $4,762-66.8% |
| Participant deferral / active EE | $3,004 | $7,109-57.8% | $6,709-55.2% | $5,850-48.7% |
| Admin fee / account holder | $12,936 | $12,120+6.7% | $10,261+26.1% | $11,596+11.6% |