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 | $30,690 | $57,541-46.7% | $95,745-67.9% | $75,163-59.2% |
| Participation rate | 31.3% | 62.5%-31.3pp | 72.3%-41.0pp | 67.2%-35.9pp |
| Annual return | 13.19% | 34.93%-21.7pp | 28.35%-15.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,004 | $1,808-44.4% | $2,835-64.6% | $2,670-62.4% |
| Participant deferral / active EE | $2,272 | $3,074-26.1% | $4,245-46.5% | $4,125-44.9% |
| Admin fee / account holder | $2,467 | $4,099-39.8% | $5,678-56.6% | $5,651-56.3% |