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 | $34,123 | $87,013-60.8% | $106,213-67.9% | $80,856-57.8% |
| Participation rate | 67.2% | 70.4%-3.2pp | 75.3%-8.1pp | 67.6%-0.4pp |
| Annual return | 6.29% | 17.05%-10.8pp | 116.14%-109.8pp | 35.59%-29.3pp |
| Employer contribution / active EE | $1,207 | $2,395-49.6% | $3,171-62.0% | $2,755-56.2% |
| Participant deferral / active EE | $2,035 | $3,986-49.0% | $5,016-59.4% | $4,296-52.6% |
| Admin fee / account holder | $976 | $8,431-88.4% | $11,033-91.2% | $6,918-85.9% |