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 | $49,580 | $84,233-41.1% | $170,442-70.9% | $70,131-29.3% |
| Participation rate | 63.7% | 70.8%-7.1pp | 83.6%-19.9pp | 69.5%-5.8pp |
| Annual return | 11.18% | 23.06%-11.9pp | 205.93%-194.7pp | 73.14%-62.0pp |
| Employer contribution / active EE | $1,037 | $3,387-69.4% | $5,433-80.9% | $2,342-55.7% |
| Participant deferral / active EE | $1,879 | $3,086-39.1% | $4,939-62.0% | $3,332-43.6% |
| Admin fee / account holder | $7,536 | $5,698+32.3% | $13,880-45.7% | $4,645+62.2% |