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 | $58,903 | $54,705+7.7% | $71,209-17.3% | $84,808-30.5% |
| Participation rate | 36.8% | 64.1%-27.2pp | 73.8%-36.9pp | 68.3%-31.5pp |
| Annual return | 12.70% | 35.90%-23.2pp | 282.51%-269.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $907 | $2,158-58.0% | $2,721-66.7% | $2,631-65.5% |
| Participant deferral / active EE | $1,192 | $3,030-60.7% | $4,175-71.5% | $4,212-71.7% |
| Admin fee / account holder | $1,529 | $4,863-68.6% | $5,349-71.4% | $7,344-79.2% |