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 | $60,710 | $110,257-44.9% | $96,544-37.1% | $139,434-56.5% |
| Participation rate | 69.2% | 78.1%-8.9pp | 76.0%-6.7pp | 80.3%-11.1pp |
| Annual return | 9.51% | 26.32%-16.8pp | 25.84%-16.3pp | 372.94%-363.4pp |
| Employer contribution / active EE | $1,714 | $3,620-52.7% | $2,965-42.2% | $4,751-63.9% |
| Participant deferral / active EE | $1,921 | $5,548-65.4% | $4,851-60.4% | $6,710-71.4% |
| Admin fee / account holder | $657 | $11,591-94.3% | $8,252-92.0% | $11,403-94.2% |