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 | $48,064 | $71,050-32.4% | $93,606-48.7% | $80,856-40.6% |
| Participation rate | 56.8% | 60.4%-3.7pp | 68.7%-12.0pp | 67.6%-10.9pp |
| Annual return | 9.95% | 11.26%-1.3pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,249 | $1,564+43.8% | $2,420-7.1% | $2,755-18.4% |
| Participant deferral / active EE | $3,196 | $4,034-20.8% | $4,411-27.6% | $4,296-25.6% |
| Admin fee / account holder | $2,457 | $6,945-64.6% | $8,285-70.3% | $6,918-64.5% |