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 | $51,701 | $85,766-39.7% | $136,294-62.1% | $70,131-26.3% |
| Participation rate | 69.4% | 74.2%-4.7pp | 81.9%-12.5pp | 69.5%-0.1pp |
| Annual return | 11.91% | 31.45%-19.5pp | 5155.94%-5144.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,398 | $2,966-52.9% | $4,695-70.2% | $2,342-40.3% |
| Participant deferral / active EE | $2,546 | $5,051-49.6% | $6,247-59.2% | $3,332-23.6% |
| Admin fee / account holder | $6,193 | $5,420+14.3% | $9,243-33.0% | $4,645+33.3% |