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 5-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 | $55,748 | $154,228-63.9% | $145,433-61.7% | $137,256-59.4% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 9.92% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $3,919 | $4,804-18.4% | $4,554-13.9% | $4,156-5.7% |
| Participant deferral / active EE | $7,080 | $8,216-13.8% | $7,897-10.3% | $6,407+10.5% |
| Admin fee / account holder | $27,321 | $14,344+90.5% | $13,129+108.1% | $12,270+122.7% |