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 | $59,928 | $109,413-45.2% | $156,263-61.6% | $84,808-29.3% |
| Participation rate | 65.6% | 72.7%-7.1pp | 78.9%-13.3pp | 68.3%-2.7pp |
| Annual return | 10.53% | 20.18%-9.6pp | 59.47%-48.9pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,116 | $2,907-61.6% | $4,333-74.2% | $2,631-57.6% |
| Participant deferral / active EE | $2,546 | $4,590-44.5% | $6,158-58.7% | $4,212-39.5% |
| Admin fee / account holder | $15,376 | $9,357+64.3% | $14,255+7.9% | $7,344+109.4% |