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 | $30,743 | $88,360-65.2% | $145,433-78.9% | $67,986-54.8% |
| Participation rate | 54.2% | 65.5%-11.3pp | 82.1%-28.0pp | 57.2%-3.0pp |
| Annual return | 12.75% | 63.15%-50.4pp | 66.58%-53.8pp | 31.67%-18.9pp |
| Employer contribution / active EE | $1,559 | $3,054-48.9% | $4,554-65.8% | $2,019-22.8% |
| Participant deferral / active EE | $2,447 | $5,932-58.8% | $7,897-69.0% | $3,358-27.1% |
| Admin fee / account holder | $1,228 | $3,313-62.9% | $13,129-90.6% | $3,203-61.7% |