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 | $24,555 | $45,073-45.5% | $69,455-64.6% | $72,985-66.4% |
| Participation rate | 63.6% | 68.5%-4.9pp | 74.6%-11.0pp | 69.5%-5.8pp |
| Annual return | 4.75% | 22.65%-17.9pp | 28.97%-24.2pp | 81.00%-76.3pp |
| Employer contribution / active EE | $1,591 | $2,054-22.5% | $2,779-42.7% | $2,440-34.8% |
| Participant deferral / active EE | $2,923 | $2,602+12.3% | $3,535-17.3% | $3,607-19.0% |
| Admin fee / account holder | $1,098 | $3,056-64.1% | $3,839-71.4% | $5,124-78.6% |