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 | $32,725 | $51,175-36.1% | $70,515-53.6% | $75,163-56.5% |
| Participation rate | 57.7% | 60.9%-3.2pp | 68.3%-10.7pp | 67.2%-9.5pp |
| Annual return | 13.49% | 30.02%-16.5pp | 32.77%-19.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,375 | $1,826-24.7% | $2,973-53.8% | $2,670-48.5% |
| Participant deferral / active EE | $2,288 | $2,849-19.7% | $4,567-49.9% | $4,125-44.5% |
| Admin fee / account holder | $321 | $4,091-92.1% | $6,412-95.0% | $5,651-94.3% |