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 | $54,195 | $101,724-46.7% | $164,813-67.1% | $80,856-33.0% |
| Participation rate | 64.0% | 71.8%-7.8pp | 78.6%-14.6pp | 67.6%-3.6pp |
| Annual return | 9.75% | 16.72%-7.0pp | 69.93%-60.2pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,209 | $2,953-25.2% | $4,341-49.1% | $2,755-19.8% |
| Participant deferral / active EE | $4,445 | $4,477-0.7% | $6,031-26.3% | $4,296+3.5% |
| Admin fee / account holder | $5,772 | $8,227-29.8% | $12,690-54.5% | $6,918-16.6% |