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 | $115,960 | $179,726-35.5% | $156,263-25.8% | $142,382-18.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 9.11% | 77.86%-68.7pp | 59.47%-50.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,809 | $5,069-64.3% | $4,333-58.2% | $4,299-57.9% |
| Participant deferral / active EE | $8,333 | $6,956+19.8% | $6,158+35.3% | $6,507+28.1% |
| Admin fee / account holder | $1,205 | $17,272-93.0% | $14,255-91.5% | $12,624-90.5% |