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 | $53,525 | $65,365-18.1% | $92,893-42.4% | $72,985-26.7% |
| Participation rate | 59.2% | 68.3%-9.1pp | 76.0%-16.8pp | 69.5%-10.3pp |
| Annual return | 14.34% | 42.10%-27.8pp | 109.41%-95.1pp | 81.00%-66.7pp |
| Employer contribution / active EE | $611 | $2,594-76.4% | $3,653-83.3% | $2,440-75.0% |
| Participant deferral / active EE | $1,627 | $3,128-48.0% | $4,236-61.6% | $3,607-54.9% |
| Admin fee / account holder | $3,712 | $4,251-12.7% | $5,794-35.9% | $5,124-27.6% |