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 3-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 | $101,793 | $81,460+25.0% | $103,333-1.5% | $80,856+25.9% |
| Participation rate | 41.2% | 66.8%-25.7pp | 74.5%-33.3pp | 67.6%-26.5pp |
| Annual return | 10.32% | 25.55%-15.2pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,253 | $3,105-27.5% | $3,868-41.8% | $2,755-18.2% |
| Participant deferral / active EE | $4,303 | $3,869+11.2% | $5,057-14.9% | $4,296+0.2% |
| Admin fee / account holder | $29,019 | $6,566+341.9% | $8,355+247.3% | $6,918+319.5% |