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 | $45,266 | $70,428-35.7% | $96,562-53.1% | $85,850-47.3% |
| Participation rate | 57.5% | 61.8%-4.3pp | 69.8%-12.3pp | 69.3%-11.8pp |
| Annual return | 9.65% | 18.59%-8.9pp | 37.78%-28.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $1,671 | $1,413+18.2% | $2,356-29.1% | $2,565-34.9% |
| Participant deferral / active EE | $2,938 | $2,894+1.5% | $3,849-23.7% | $3,952-25.7% |
| Admin fee / account holder | $1,796 | $4,997-64.0% | $6,181-70.9% | $6,260-71.3% |