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 | $33,337 | $81,248-59.0% | $155,509-78.6% | $80,856-58.8% |
| Participation rate | 69.4% | 66.2%+3.2pp | 78.2%-8.8pp | 67.6%+1.7pp |
| Annual return | 9.77% | 33.31%-23.5pp | 64.67%-54.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $612 | $3,100-80.3% | $4,672-86.9% | $2,755-77.8% |
| Participant deferral / active EE | $1,647 | $3,452-52.3% | $5,626-70.7% | $4,296-61.7% |
| Admin fee / account holder | $2,710 | $7,997-66.1% | $15,912-83.0% | $6,918-60.8% |