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 | $51,022 | $71,050-28.2% | $93,606-45.5% | $80,856-36.9% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.6%-1.0pp |
| Annual return | 9.50% | 11.26%-1.8pp | 133.20%-123.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,368 | $1,564-12.5% | $2,420-43.5% | $2,755-50.3% |
| Participant deferral / active EE | $3,925 | $4,034-2.7% | $4,411-11.0% | $4,296-8.6% |
| Admin fee / account holder | $958 | $6,945-86.2% | $8,285-88.4% | $6,918-86.1% |