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 | $36,243 | $76,407-52.6% | $150,298-75.9% | $82,448-56.0% |
| Participation rate | 61.8% | 66.4%-4.6pp | 77.8%-16.0pp | 68.1%-6.3pp |
| Annual return | 12.71% | 39.99%-27.3pp | 62.79%-50.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,312 | $2,614-49.8% | $4,154-68.4% | $2,551-48.6% |
| Participant deferral / active EE | $1,819 | $3,214-43.4% | $5,453-66.6% | $4,139-56.1% |
| Admin fee / account holder | $2,866 | $6,352-54.9% | $14,116-79.7% | $7,234-60.4% |