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 | $106,321 | $109,413-2.8% | $156,263-32.0% | $84,808+25.4% |
| Participation rate | 49.3% | 72.7%-23.4pp | 78.9%-29.6pp | 68.3%-19.0pp |
| Annual return | 11.63% | 20.18%-8.5pp | 59.47%-47.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $935 | $2,907-67.8% | $4,333-78.4% | $2,631-64.5% |
| Participant deferral / active EE | $2,589 | $4,590-43.6% | $6,158-58.0% | $4,212-38.5% |
| Admin fee / account holder | $4,099 | $9,357-56.2% | $14,255-71.2% | $7,344-44.2% |