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 | $53,426 | $117,983-54.7% | $101,794-47.5% | $142,382-62.5% |
| Participation rate | 52.6% | 74.2%-21.6pp | 69.2%-16.6pp | 80.1%-27.5pp |
| Annual return | 9.59% | 36.92%-27.3pp | 30.53%-20.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,487 | $2,773-46.4% | $2,289-35.0% | $4,299-65.4% |
| Participant deferral / active EE | $3,575 | $4,714-24.1% | $4,084-12.5% | $6,507-45.1% |
| Admin fee / account holder | $2,873 | $10,433-72.5% | $8,777-67.3% | $12,624-77.2% |