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 | $94,715 | $117,983-19.7% | $101,794-7.0% | $142,382-33.5% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.2%-10.9pp | 80.1%-21.8pp |
| Annual return | 8.28% | 36.92%-28.6pp | 30.53%-22.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $758 | $2,773-72.7% | $2,289-66.9% | $4,299-82.4% |
| Participant deferral / active EE | $5,167 | $4,714+9.6% | $4,084+26.5% | $6,507-20.6% |
| Admin fee / account holder | $638 | $10,433-93.9% | $8,777-92.7% | $12,624-94.9% |