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 | $23,827 | $81,248-70.7% | $155,509-84.7% | $80,856-70.5% |
| Participation rate | 67.5% | 66.2%+1.3pp | 78.2%-10.7pp | 67.6%-0.1pp |
| Annual return | 9.67% | 33.31%-23.6pp | 64.67%-55.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $2,004 | $3,100-35.4% | $4,672-57.1% | $2,755-27.3% |
| Participant deferral / active EE | $3,184 | $3,452-7.7% | $5,626-43.4% | $4,296-25.9% |
| Admin fee / account holder | $5,144 | $7,997-35.7% | $15,912-67.7% | $6,918-25.6% |