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 | $24,584 | $56,897-56.8% | $84,750-71.0% | $62,891-60.9% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.6%-9.9pp | 69.3%-2.6pp |
| Annual return | 1.28% | 6.30%-5.0pp | 22.78%-21.5pp | 20.14%-18.9pp |
| Employer contribution / active EE | $1,457 | $2,400-39.3% | $3,574-59.2% | $2,281-36.1% |
| Participant deferral / active EE | $2,299 | $2,709-15.1% | $3,712-38.1% | $3,203-28.2% |
| Admin fee / account holder | $2,053 | $3,581-42.7% | $5,332-61.5% | $4,296-52.2% |