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 | $73,107 | $106,515-31.4% | $96,683-24.4% | $139,434-47.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 8.20% | 38.43%-30.2pp | 35.69%-27.5pp | 372.94%-364.7pp |
| Employer contribution / active EE | $1,866 | $4,103-54.5% | $3,737-50.1% | $4,751-60.7% |
| Participant deferral / active EE | $6,332 | $5,454+16.1% | $4,878+29.8% | $6,710-5.6% |
| Admin fee / account holder | $2,749 | $7,877-65.1% | $6,730-59.2% | $11,403-75.9% |