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 | $63,418 | $72,277-12.3% | $101,248-37.4% | $79,858-20.6% |
| Participation rate | 64.0% | 68.5%-4.5pp | 75.8%-11.8pp | 69.6%-5.6pp |
| Annual return | 6.87% | 22.30%-15.4pp | 46.47%-39.6pp | 31.71%-24.8pp |
| Employer contribution / active EE | $1,338 | $2,692-50.3% | $3,660-63.4% | $2,471-45.8% |
| Participant deferral / active EE | $4,593 | $3,282+40.0% | $4,370+5.1% | $3,740+22.8% |
| Admin fee / account holder | $26,217 | $4,400+495.8% | $5,945+341.0% | $5,306+394.1% |