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 | $58,234 | $86,922-33.0% | $102,438-43.2% | $80,874-28.0% |
| Participation rate | 48.3% | 72.4%-24.1pp | 76.5%-28.2pp | 67.6%-19.4pp |
| Annual return | 8.97% | 18.90%-9.9pp | 29.37%-20.4pp | 35.62%-26.6pp |
| Employer contribution / active EE | $1,398 | $2,369-41.0% | $3,024-53.8% | $2,756-49.3% |
| Participant deferral / active EE | $4,032 | $4,119-2.1% | $5,054-20.2% | $4,297-6.2% |
| Admin fee / account holder | $4,784 | $8,050-40.6% | $9,448-49.4% | $6,935-31.0% |