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 | $38,986 | $109,881-64.5% | $150,045-74.0% | $84,808-54.0% |
| Participation rate | 63.1% | 76.1%-13.0pp | 82.3%-19.2pp | 68.3%-5.2pp |
| Annual return | 13.16% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,677 | $3,561-24.8% | $4,693-43.0% | $2,631+1.7% |
| Participant deferral / active EE | $4,997 | $6,636-24.7% | $7,997-37.5% | $4,212+18.7% |
| Admin fee / account holder | $12,948 | $8,568+51.1% | $13,435-3.6% | $7,344+76.3% |