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 | $35,480 | $89,698-60.4% | $103,476-65.7% | $80,856-56.1% |
| Participation rate | 51.5% | 76.0%-24.4pp | 80.5%-29.0pp | 67.6%-16.1pp |
| Annual return | 10.56% | 22.78%-12.2pp | 23.90%-13.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,371 | $4,018-41.0% | $4,672-49.2% | $2,755-13.9% |
| Participant deferral / active EE | $5,147 | $5,456-5.7% | $6,623-22.3% | $4,296+19.8% |
| Admin fee / account holder | $1,433 | $6,768-78.8% | $9,413-84.8% | $6,918-79.3% |