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 | $57,141 | $74,927-23.7% | $101,794-43.9% | $84,808-32.6% |
| Participation rate | 64.5% | 61.4%+3.1pp | 69.2%-4.7pp | 68.3%-3.8pp |
| Annual return | 5.94% | 18.70%-12.8pp | 30.53%-24.6pp | 40.90%-35.0pp |
| Employer contribution / active EE | $374 | $1,522-75.4% | $2,289-83.7% | $2,631-85.8% |
| Participant deferral / active EE | $3,760 | $3,099+21.3% | $4,084-7.9% | $4,212-10.7% |
| Admin fee / account holder | $2,121 | $6,514-67.4% | $8,777-75.8% | $7,344-71.1% |