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 | $55,912 | $86,286-35.2% | $111,297-49.8% | $85,850-34.9% |
| Participation rate | 68.2% | 73.3%-5.1pp | 77.3%-9.1pp | 69.3%-1.1pp |
| Annual return | 9.39% | 19.99%-10.6pp | 54.65%-45.3pp | 318.53%-309.1pp |
| Employer contribution / active EE | $1,278 | $2,043-37.4% | $2,731-53.2% | $2,565-50.2% |
| Participant deferral / active EE | $2,293 | $3,641-37.0% | $4,487-48.9% | $3,952-42.0% |
| Admin fee / account holder | $8,479 | $8,188+3.5% | $7,964+6.5% | $6,260+35.4% |