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 | $109,881-55.9% | $150,045-67.7% | $84,808-42.9% |
| Participation rate | 58.5% | 76.1%-17.6pp | 82.3%-23.9pp | 68.3%-9.8pp |
| Annual return | 12.45% | 28.25%-15.8pp | 62.55%-50.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,876 | $3,561-19.2% | $4,693-38.7% | $2,631+9.3% |
| Participant deferral / active EE | $4,931 | $6,636-25.7% | $7,997-38.3% | $4,212+17.1% |
| Admin fee / account holder | $10,607 | $8,568+23.8% | $13,435-21.0% | $7,344+44.4% |