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 | $54,719 | $80,717-32.2% | $154,803-64.7% | $84,808-35.5% |
| Participation rate | 57.4% | 66.8%-9.4pp | 78.1%-20.6pp | 68.3%-10.9pp |
| Annual return | 10.68% | 37.96%-27.3pp | 58.88%-48.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,266 | $2,761-54.2% | $4,305-70.6% | $2,631-51.9% |
| Participant deferral / active EE | $3,956 | $3,303+19.8% | $5,540-28.6% | $4,212-6.1% |
| Admin fee / account holder | $31,561 | $6,746+367.9% | $14,329+120.3% | $7,344+329.8% |