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 | $121,030 | $159,602-24.2% | $150,045-19.3% | $142,382-15.0% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 12.01% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,681 | $4,961-66.1% | $4,693-64.2% | $4,299-60.9% |
| Participant deferral / active EE | $8,487 | $8,310+2.1% | $7,997+6.1% | $6,507+30.4% |
| Admin fee / account holder | $1,370 | $14,846-90.8% | $13,435-89.8% | $12,624-89.1% |