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 | $46,689 | $52,580-11.2% | $71,671-34.9% | $70,131-33.4% |
| Participation rate | 57.6% | 60.9%-3.3pp | 68.7%-11.2pp | 69.5%-12.0pp |
| Annual return | 10.01% | 20.25%-10.2pp | 20.65%-10.6pp | 73.14%-63.1pp |
| Employer contribution / active EE | $678 | $1,616-58.0% | $2,460-72.4% | $2,342-71.1% |
| Participant deferral / active EE | $2,426 | $2,386+1.7% | $3,438-29.4% | $3,332-27.2% |
| Admin fee / account holder | $1,770 | $3,653-51.5% | $5,558-68.2% | $4,645-61.9% |