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 | $46,593 | $56,114-17.0% | $96,139-51.5% | $85,850-45.7% |
| Participation rate | 49.4% | 56.7%-7.4pp | 68.4%-19.1pp | 69.3%-19.9pp |
| Annual return | 10.97% | 42.30%-31.3pp | 191.94%-181.0pp | 318.53%-307.6pp |
| Employer contribution / active EE | $668 | $1,620-58.8% | $2,797-76.1% | $2,565-74.0% |
| Participant deferral / active EE | $1,481 | $2,859-48.2% | $4,349-65.9% | $3,952-62.5% |
| Admin fee / account holder | $2,829 | $3,768-24.9% | $5,537-48.9% | $6,260-54.8% |