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 | $58,792 | $76,552-23.2% | $123,892-52.5% | $62,891-6.5% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 3.82% | 18.68%-14.9pp | 47.52%-43.7pp | 20.14%-16.3pp |
| Employer contribution / active EE | $2,416 | $2,883-16.2% | $4,617-47.7% | $2,281+5.9% |
| Participant deferral / active EE | $4,022 | $4,840-16.9% | $5,984-32.8% | $3,203+25.6% |
| Admin fee / account holder | $9,696 | $4,826+100.9% | $8,357+16.0% | $4,296+125.7% |