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 | $74,322 | $60,892+22.1% | $82,389-9.8% | $84,808-12.4% |
| Participation rate | 56.9% | 63.3%-6.4pp | 69.5%-12.7pp | 68.3%-11.4pp |
| Annual return | 11.94% | 37.29%-25.4pp | 28.67%-16.7pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,347 | $1,779-24.3% | $2,517-46.5% | $2,631-48.8% |
| Participant deferral / active EE | $2,185 | $3,179-31.3% | $4,155-47.4% | $4,212-48.1% |
| Admin fee / account holder | $1,394 | $5,467-74.5% | $7,231-80.7% | $7,344-81.0% |