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 | $57,604 | $73,933-22.1% | $96,683-40.4% | $75,163-23.4% |
| Participation rate | 55.4% | 66.4%-11.0pp | 74.3%-19.0pp | 67.2%-11.8pp |
| Annual return | 11.51% | 26.70%-15.2pp | 35.69%-24.2pp | 160.62%-149.1pp |
| Employer contribution / active EE | $3,589 | $2,928+22.6% | $3,737-4.0% | $2,670+34.4% |
| Participant deferral / active EE | $5,991 | $3,659+63.8% | $4,878+22.8% | $4,125+45.2% |
| Admin fee / account holder | $342 | $5,216-93.4% | $6,730-94.9% | $5,651-94.0% |