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 | $52,242 | $53,822-2.9% | $75,696-31.0% | $85,850-39.1% |
| Participation rate | 55.2% | 69.1%-13.9pp | 74.8%-19.7pp | 69.3%-14.1pp |
| Annual return | 12.12% | 24.54%-12.4pp | 104.53%-92.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $694 | $2,017-65.6% | $2,743-74.7% | $2,565-72.9% |
| Participant deferral / active EE | $2,900 | $2,895+0.2% | $3,821-24.1% | $3,952-26.6% |
| Admin fee / account holder | $3,311 | $3,343-0.9% | $3,619-8.5% | $6,260-47.1% |