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 | $17,493 | $77,899-77.5% | $149,673-88.3% | $75,163-76.7% |
| Participation rate | 67.9% | 65.6%+2.3pp | 78.8%-10.9pp | 67.2%+0.7pp |
| Annual return | 4.71% | 31.72%-27.0pp | 134.42%-129.7pp | 160.62%-155.9pp |
| Employer contribution / active EE | $1,492 | $3,137-52.4% | $4,818-69.0% | $2,670-44.1% |
| Participant deferral / active EE | $4,275 | $3,411+25.3% | $5,680-24.7% | $4,125+3.6% |
| Admin fee / account holder | $24,240 | $5,956+307.0% | $13,210+83.5% | $5,651+329.0% |