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 | $112,729-52.6% | $98,716-45.9% | $137,256-61.1% |
| Participation rate | 52.6% | 74.2%-21.6pp | 69.3%-16.7pp | 80.0%-27.3pp |
| Annual return | 9.59% | 38.48%-28.9pp | 31.81%-22.2pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,487 | $2,725-45.4% | $2,279-34.7% | $4,156-64.2% |
| Participant deferral / active EE | $3,575 | $4,640-22.9% | $4,048-11.7% | $6,407-44.2% |
| Admin fee / account holder | $2,873 | $10,129-71.6% | $8,703-67.0% | $12,270-76.6% |