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 | $42,932 | $73,933-41.9% | $96,683-55.6% | $75,163-42.9% |
| Participation rate | 40.6% | 66.4%-25.8pp | 74.3%-33.7pp | 67.2%-26.6pp |
| Annual return | 12.46% | 26.70%-14.2pp | 35.69%-23.2pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,596 | $2,928-45.5% | $3,737-57.3% | $2,670-40.2% |
| Participant deferral / active EE | $2,755 | $3,659-24.7% | $4,878-43.5% | $4,125-33.2% |
| Admin fee / account holder | $3,891 | $5,216-25.4% | $6,730-42.2% | $5,651-31.2% |