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 | $111,219 | $87,166+27.6% | $76,735+44.9% | $137,256-19.0% |
| Participation rate | 28.6% | 74.4%-45.8pp | 69.5%-40.9pp | 80.0%-51.4pp |
| Annual return | 10.00% | 26.50%-16.5pp | 29.77%-19.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,561 | $2,904-46.3% | $2,454-36.4% | $4,156-62.5% |
| Participant deferral / active EE | $2,702 | $4,726-42.8% | $4,088-33.9% | $6,407-57.8% |
| Admin fee / account holder | $11,978 | $8,403+42.5% | $7,189+66.6% | $12,270-2.4% |