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 | $29,620 | $72,277-59.0% | $101,248-70.7% | $79,858-62.9% |
| Participation rate | 44.8% | 68.5%-23.6pp | 75.8%-31.0pp | 69.6%-24.8pp |
| Annual return | 8.47% | 22.30%-13.8pp | 46.47%-38.0pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,250 | $2,692-53.6% | $3,660-65.8% | $2,471-49.4% |
| Participant deferral / active EE | $1,940 | $3,282-40.9% | $4,370-55.6% | $3,740-48.1% |
| Admin fee / account holder | $5,376 | $4,400+22.2% | $5,945-9.6% | $5,306+1.3% |