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 6-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 | $57,360 | $86,929-34.0% | $102,423-44.0% | $80,856-29.1% |
| Participation rate | 54.4% | 72.4%-17.9pp | 76.5%-22.1pp | 67.6%-13.2pp |
| Annual return | 9.72% | 18.88%-9.2pp | 29.32%-19.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,634 | $2,369-31.0% | $3,023-46.0% | $2,755-40.7% |
| Participant deferral / active EE | $3,671 | $4,118-10.9% | $5,053-27.3% | $4,296-14.5% |
| Admin fee / account holder | $2,105 | $8,049-73.8% | $9,451-77.7% | $6,918-69.6% |