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 | $103,269 | $165,335-37.5% | $149,696-31.0% | $158,922-35.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 7.70% | 348.15%-340.4pp | 276.60%-268.9pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,403 | $5,103-52.9% | $4,644-48.3% | $4,761-49.5% |
| Participant deferral / active EE | $5,360 | $7,181-25.4% | $6,842-21.7% | $5,982-10.4% |
| Admin fee / account holder | $1,925 | $10,807-82.2% | $9,309-79.3% | $11,246-82.9% |