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 | $37,229 | $72,277-48.5% | $101,248-63.2% | $79,858-53.4% |
| Participation rate | 63.0% | 68.5%-5.5pp | 75.8%-12.8pp | 69.6%-6.7pp |
| Annual return | 10.35% | 22.30%-11.9pp | 46.47%-36.1pp | 31.71%-21.4pp |
| Employer contribution / active EE | $2,760 | $2,692+2.5% | $3,660-24.6% | $2,471+11.7% |
| Participant deferral / active EE | $4,134 | $3,282+26.0% | $4,370-5.4% | $3,740+10.5% |
| Admin fee / account holder | $1,402 | $4,400-68.1% | $5,945-76.4% | $5,306-73.6% |