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 | $24,899 | $63,346-60.7% | $92,233-73.0% | $70,131-64.5% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 8.92% | 530.12%-521.2pp | 176.28%-167.4pp | 73.14%-64.2pp |
| Employer contribution / active EE | $1,433 | $2,471-42.0% | $3,679-61.1% | $2,342-38.8% |
| Participant deferral / active EE | $3,059 | $2,854+7.2% | $3,897-21.5% | $3,332-8.2% |
| Admin fee / account holder | $1,787 | $3,840-53.5% | $5,194-65.6% | $4,645-61.5% |