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 | $65,695 | $80,968-18.9% | $96,544-32.0% | $75,163-12.6% |
| Participation rate | 38.7% | 71.8%-33.1pp | 76.0%-37.3pp | 67.2%-28.5pp |
| Annual return | 12.32% | 27.06%-14.7pp | 25.84%-13.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,071 | $2,282-53.1% | $2,965-63.9% | $2,670-59.9% |
| Participant deferral / active EE | $2,332 | $3,928-40.6% | $4,851-51.9% | $4,125-43.5% |
| Admin fee / account holder | $1,726 | $6,724-74.3% | $8,252-79.1% | $5,651-69.5% |