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 | $57,800 | $135,952-57.5% | $123,892-53.3% | $273,961-78.9% |
| Participation rate | 16.7% | 84.1%-67.4pp | 81.4%-64.7pp | 83.0%-66.3pp |
| Annual return | 0.33% | 56.63%-56.3pp | 47.52%-47.2pp | 41.45%-41.1pp |
| Employer contribution / active EE | $1,208 | $5,170-76.6% | $4,617-73.8% | $4,869-75.2% |
| Participant deferral / active EE | $2,061 | $6,343-67.5% | $5,984-65.6% | $5,287-61.0% |
| Admin fee / account holder | $8,469 | $9,817-13.7% | $8,357+1.3% | $10,132-16.4% |