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 | $58,482 | $68,547-14.7% | $120,354-51.4% | $80,856-27.7% |
| Participation rate | 54.5% | 61.6%-7.1pp | 71.9%-17.4pp | 67.6%-13.1pp |
| Annual return | 8.85% | 23.60%-14.7pp | 107.15%-98.3pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,510 | $2,051-26.4% | $3,463-56.4% | $2,755-45.2% |
| Participant deferral / active EE | $3,944 | $3,173+24.3% | $4,991-21.0% | $4,296-8.2% |
| Admin fee / account holder | $25,826 | $5,732+350.6% | $9,423+174.1% | $6,918+273.3% |