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 | $51,838 | $73,933-29.9% | $96,683-46.4% | $75,163-31.0% |
| Participation rate | 48.4% | 66.4%-18.0pp | 74.3%-26.0pp | 67.2%-18.8pp |
| Annual return | 12.14% | 26.70%-14.6pp | 35.69%-23.6pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,228 | $2,928-58.1% | $3,737-67.1% | $2,670-54.0% |
| Participant deferral / active EE | $2,063 | $3,659-43.6% | $4,878-57.7% | $4,125-50.0% |
| Admin fee / account holder | $31,529 | $5,216+504.4% | $6,730+368.5% | $5,651+457.9% |