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 | $42,305 | $95,803-55.8% | $113,168-62.6% | $84,808-50.1% |
| Participation rate | 61.1% | 72.9%-11.8pp | 76.6%-15.5pp | 68.3%-7.2pp |
| Annual return | 12.03% | 25.00%-13.0pp | 24.27%-12.2pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,666 | $2,360-29.4% | $2,975-44.0% | $2,631-36.7% |
| Participant deferral / active EE | $3,485 | $4,242-17.8% | $5,107-31.7% | $4,212-17.2% |
| Admin fee / account holder | $4,466 | $8,989-50.3% | $12,068-63.0% | $7,344-39.2% |