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 | $68,286 | $77,899-12.3% | $149,673-54.4% | $75,163-9.2% |
| Participation rate | 57.1% | 65.6%-8.4pp | 78.8%-21.6pp | 67.2%-10.0pp |
| Annual return | 12.36% | 31.72%-19.4pp | 134.42%-122.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,155 | $3,137-63.2% | $4,818-76.0% | $2,670-56.7% |
| Participant deferral / active EE | $4,412 | $3,411+29.4% | $5,680-22.3% | $4,125+7.0% |
| Admin fee / account holder | $3,634 | $5,956-39.0% | $13,210-72.5% | $5,651-35.7% |