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 | $64,546 | $76,407-15.5% | $150,298-57.1% | $82,448-21.7% |
| Participation rate | 21.3% | 66.4%-45.0pp | 77.8%-56.4pp | 68.1%-46.7pp |
| Annual return | 11.68% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-30.0pp |
| Employer contribution / active EE | $519 | $2,614-80.1% | $4,154-87.5% | $2,551-79.6% |
| Participant deferral / active EE | $1,723 | $3,214-46.4% | $5,453-68.4% | $4,139-58.4% |
| Admin fee / account holder | $3,934 | $6,352-38.1% | $14,116-72.1% | $7,234-45.6% |