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 | $78,759 | $95,266-17.3% | $82,389-4.4% | $142,382-44.7% |
| Participation rate | 47.1% | 74.5%-27.4pp | 69.5%-22.5pp | 80.1%-33.1pp |
| Annual return | 10.50% | 25.74%-15.2pp | 28.67%-18.2pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,068 | $2,991-30.9% | $2,517-17.9% | $4,299-51.9% |
| Participant deferral / active EE | $2,421 | $4,809-49.7% | $4,155-41.7% | $6,507-62.8% |
| Admin fee / account holder | $3,867 | $8,563-54.8% | $7,231-46.5% | $12,624-69.4% |