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 | $53,152 | $80,968-34.4% | $96,544-44.9% | $75,163-29.3% |
| Participation rate | 67.3% | 71.8%-4.5pp | 76.0%-8.7pp | 67.2%+0.1pp |
| Annual return | 12.15% | 27.06%-14.9pp | 25.84%-13.7pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,726 | $2,282-24.4% | $2,965-41.8% | $2,670-35.3% |
| Participant deferral / active EE | $3,803 | $3,928-3.2% | $4,851-21.6% | $4,125-7.8% |
| Admin fee / account holder | $945 | $6,724-86.0% | $8,252-88.6% | $5,651-83.3% |