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 | $49,517 | $81,248-39.1% | $155,509-68.2% | $80,856-38.8% |
| Participation rate | 69.1% | 66.2%+2.9pp | 78.2%-9.0pp | 67.6%+1.5pp |
| Annual return | 9.49% | 33.31%-23.8pp | 64.67%-55.2pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,778 | $3,100-42.7% | $4,672-62.0% | $2,755-35.5% |
| Participant deferral / active EE | $2,959 | $3,452-14.3% | $5,626-47.4% | $4,296-31.1% |
| Admin fee / account holder | $3,714 | $7,997-53.6% | $15,912-76.7% | $6,918-46.3% |