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 | $87,166-9.6% | $76,735+2.6% | $137,256-42.6% |
| Participation rate | 47.1% | 74.4%-27.3pp | 69.5%-22.4pp | 80.0%-32.9pp |
| Annual return | 10.50% | 26.50%-16.0pp | 29.77%-19.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,068 | $2,904-28.8% | $2,454-15.8% | $4,156-50.3% |
| Participant deferral / active EE | $2,421 | $4,726-48.8% | $4,088-40.8% | $6,407-62.2% |
| Admin fee / account holder | $3,867 | $8,403-54.0% | $7,189-46.2% | $12,270-68.5% |