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 | $68,095 | $109,881-38.0% | $150,045-54.6% | $84,808-19.7% |
| Participation rate | 53.8% | 76.1%-22.2pp | 82.3%-28.5pp | 68.3%-14.5pp |
| Annual return | 11.47% | 28.25%-16.8pp | 62.55%-51.1pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,220 | $3,561-65.8% | $4,693-74.0% | $2,631-53.6% |
| Participant deferral / active EE | $3,265 | $6,636-50.8% | $7,997-59.2% | $4,212-22.5% |
| Admin fee / account holder | $11,087 | $8,568+29.4% | $13,435-17.5% | $7,344+51.0% |