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 | $55,274 | $85,766-35.6% | $136,294-59.4% | $70,131-21.2% |
| Participation rate | 61.4% | 74.2%-12.8pp | 81.9%-20.6pp | 69.5%-8.2pp |
| Annual return | 12.29% | 31.45%-19.2pp | 5155.94%-5143.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,502 | $2,966-49.3% | $4,695-68.0% | $2,342-35.9% |
| Participant deferral / active EE | $3,953 | $5,051-21.7% | $6,247-36.7% | $3,332+18.7% |
| Admin fee / account holder | $1,101 | $5,420-79.7% | $9,243-88.1% | $4,645-76.3% |