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 | $63,591 | $78,422-18.9% | $95,952-33.7% | $79,858-20.4% |
| Participation rate | 64.9% | 73.5%-8.6pp | 77.1%-12.2pp | 69.6%-4.8pp |
| Annual return | 5.70% | 19.37%-13.7pp | 91.61%-85.9pp | 31.71%-26.0pp |
| Employer contribution / active EE | $1,549 | $1,945-20.4% | $2,541-39.1% | $2,471-37.3% |
| Participant deferral / active EE | $3,539 | $3,440+2.9% | $4,167-15.1% | $3,740-5.4% |
| Admin fee / account holder | $1,998 | $5,622-64.5% | $6,795-70.6% | $5,306-62.3% |