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 | $48,435 | $106,749-54.6% | $145,433-66.7% | $82,448-41.3% |
| Participation rate | 58.5% | 75.6%-17.2pp | 82.1%-23.7pp | 68.1%-9.6pp |
| Annual return | 12.45% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,876 | $3,444-16.5% | $4,554-36.9% | $2,551+12.7% |
| Participant deferral / active EE | $4,931 | $6,519-24.4% | $7,897-37.6% | $4,139+19.1% |
| Admin fee / account holder | $10,607 | $8,390+26.4% | $13,129-19.2% | $7,234+46.6% |