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 | $50,576 | $67,606-25.2% | $82,313-38.6% | $70,131-27.9% |
| Participation rate | 63.3% | 72.8%-9.4pp | 76.9%-13.6pp | 69.5%-6.2pp |
| Annual return | 10.97% | 21.57%-10.6pp | 25.88%-14.9pp | 73.14%-62.2pp |
| Employer contribution / active EE | $2,452 | $1,755+39.7% | $2,428+1.0% | $2,342+4.7% |
| Participant deferral / active EE | $4,041 | $2,987+35.3% | $3,706+9.0% | $3,332+21.3% |
| Admin fee / account holder | $8,002 | $4,512+77.4% | $5,608+42.7% | $4,645+72.3% |