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 | $61,942 | $87,870-29.5% | $113,168-45.3% | $74,304-16.6% |
| Participation rate | 36.7% | 70.7%-34.0pp | 76.6%-39.8pp | 60.3%-23.6pp |
| Annual return | 3.92% | 26.44%-22.5pp | 24.27%-20.3pp | 29.43%-25.5pp |
| Employer contribution / active EE | $1,863 | $2,277-18.2% | $2,975-37.4% | $2,241-16.9% |
| Participant deferral / active EE | $3,561 | $4,241-16.0% | $5,107-30.3% | $3,767-5.5% |
| Admin fee / account holder | $6,963 | $3,368+106.7% | $12,068-42.3% | $2,969+134.5% |