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 | $30,743 | $100,923-69.5% | $150,045-79.5% | $74,304-58.6% |
| Participation rate | 54.2% | 70.1%-15.9pp | 82.3%-28.2pp | 60.3%-6.2pp |
| Annual return | 12.75% | 51.77%-39.0pp | 62.55%-49.8pp | 29.43%-16.7pp |
| Employer contribution / active EE | $1,559 | $3,463-55.0% | $4,693-66.8% | $2,241-30.4% |
| Participant deferral / active EE | $2,447 | $6,709-63.5% | $7,997-69.4% | $3,767-35.1% |
| Admin fee / account holder | $1,228 | $2,767-55.6% | $13,435-90.9% | $2,969-58.6% |