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 | $137,387 | $99,020+38.7% | $86,590+58.7% | $147,584-6.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 5.45% | 1312.34%-1306.9pp | 964.84%-959.4pp | 578.55%-573.1pp |
| Employer contribution / active EE | $2,473 | $3,132-21.0% | $2,839-12.9% | $4,876-49.3% |
| Participant deferral / active EE | $2,356 | $3,972-40.7% | $3,609-34.7% | $5,439-56.7% |
| Admin fee / account holder | $4,607 | $5,710-19.3% | $4,906-6.1% | $10,885-57.7% |