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 | $38,529 | $46,553-17.2% | $64,056-39.9% | $75,163-48.7% |
| Participation rate | 60.0% | 65.9%-5.9pp | 72.3%-12.3pp | 67.2%-7.2pp |
| Annual return | 5.16% | 26.03%-20.9pp | 33.69%-28.5pp | 160.62%-155.5pp |
| Employer contribution / active EE | $2,566 | $1,974+30.0% | $2,747-6.6% | $2,670-3.9% |
| Participant deferral / active EE | $1,611 | $2,837-43.2% | $3,880-58.5% | $4,125-60.9% |
| Admin fee / account holder | $5,464 | $2,952+85.1% | $3,068+78.1% | $5,651-3.3% |