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 | $61,599 | $86,929-29.1% | $102,423-39.9% | $80,856-23.8% |
| Participation rate | 47.7% | 72.4%-24.6pp | 76.5%-28.8pp | 67.6%-19.9pp |
| Annual return | 9.43% | 18.88%-9.5pp | 29.32%-19.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $748 | $2,369-68.4% | $3,023-75.3% | $2,755-72.8% |
| Participant deferral / active EE | $1,864 | $4,118-54.7% | $5,053-63.1% | $4,296-56.6% |
| Admin fee / account holder | $1,159 | $8,049-85.6% | $9,451-87.7% | $6,918-83.2% |