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 | $70,426 | $88,672-20.6% | $105,223-33.1% | $82,448-14.6% |
| Participation rate | 51.9% | 67.9%-16.0pp | 75.0%-23.1pp | 68.1%-16.1pp |
| Annual return | 10.80% | 30.86%-20.1pp | 180.65%-169.8pp | 41.64%-30.8pp |
| Employer contribution / active EE | $988 | $3,048-67.6% | $3,689-73.2% | $2,551-61.3% |
| Participant deferral / active EE | $2,701 | $4,036-33.1% | $5,072-46.7% | $4,139-34.8% |
| Admin fee / account holder | $3,490 | $7,146-51.2% | $8,859-60.6% | $7,234-51.8% |