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 | $40,015 | $72,277-44.6% | $101,248-60.5% | $79,858-49.9% |
| Participation rate | 64.9% | 68.5%-3.6pp | 75.8%-10.9pp | 69.6%-4.8pp |
| Annual return | 5.18% | 22.30%-17.1pp | 46.47%-41.3pp | 31.71%-26.5pp |
| Employer contribution / active EE | $2,139 | $2,692-20.5% | $3,660-41.5% | $2,471-13.4% |
| Participant deferral / active EE | $3,708 | $3,282+13.0% | $4,370-15.2% | $3,740-0.9% |
| Admin fee / account holder | $1,263 | $4,400-71.3% | $5,945-78.8% | $5,306-76.2% |