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 | $36,968 | $86,286-57.2% | $111,297-66.8% | $85,850-56.9% |
| Participation rate | 48.3% | 73.3%-25.1pp | 77.3%-29.0pp | 69.3%-21.0pp |
| Annual return | 9.58% | 19.99%-10.4pp | 54.65%-45.1pp | 318.53%-309.0pp |
| Employer contribution / active EE | $5,172 | $2,043+153.2% | $2,731+89.4% | $2,565+101.6% |
| Participant deferral / active EE | $2,087 | $3,641-42.7% | $4,487-53.5% | $3,952-47.2% |
| Admin fee / account holder | $2,861 | $8,188-65.1% | $7,964-64.1% | $6,260-54.3% |