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 | $56,158 | $53,127+5.7% | $86,590-35.1% | $70,131-19.9% |
| Participation rate | 40.6% | 65.3%-24.7pp | 73.5%-32.9pp | 69.5%-28.9pp |
| Annual return | 12.40% | 27.66%-15.3pp | 964.84%-952.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $630 | $2,068-69.6% | $2,839-77.8% | $2,342-73.1% |
| Participant deferral / active EE | $1,480 | $2,696-45.1% | $3,609-59.0% | $3,332-55.6% |
| Admin fee / account holder | $4,792 | $3,585+33.7% | $4,906-2.3% | $4,645+3.2% |