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 | $25,836 | $89,355-71.1% | $141,162-81.7% | $72,985-64.6% |
| Participation rate | 68.3% | 75.1%-6.8pp | 82.5%-14.2pp | 69.5%-1.2pp |
| Annual return | 17.19% | 111.85%-94.7pp | 71.39%-54.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $2,204 | $3,114-29.2% | $4,735-53.5% | $2,440-9.7% |
| Participant deferral / active EE | $4,045 | $5,418-25.3% | $6,709-39.7% | $3,607+12.1% |
| Admin fee / account holder | $1,631 | $5,958-72.6% | $10,261-84.1% | $5,124-68.2% |