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 | $50,794 | $78,672-35.4% | $109,143-53.5% | $85,850-40.8% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.6pp |
| Annual return | 5.89% | 25.09%-19.2pp | 25.75%-19.9pp | 318.53%-312.6pp |
| Employer contribution / active EE | $1,787 | $2,735-34.7% | $3,722-52.0% | $2,565-30.3% |
| Participant deferral / active EE | $4,286 | $3,467+23.6% | $4,653-7.9% | $3,952+8.5% |
| Admin fee / account holder | $1,577 | $5,469-71.2% | $6,752-76.6% | $6,260-74.8% |