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 | $57,728 | $51,576+11.9% | $129,207-55.3% | $80,856-28.6% |
| Participation rate | 45.1% | 57.0%-11.9pp | 69.6%-24.5pp | 67.6%-22.5pp |
| Annual return | 9.18% | 20.81%-11.6pp | 9417.33%-9408.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,022 | $1,584-35.5% | $4,153-75.4% | $2,755-62.9% |
| Participant deferral / active EE | $2,656 | $2,669-0.5% | $4,168-36.3% | $4,296-38.2% |
| Admin fee / account holder | $1,682 | $4,305-60.9% | $7,715-78.2% | $6,918-75.7% |