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 | $38,660 | $74,927-48.4% | $101,794-62.0% | $84,808-54.4% |
| Participation rate | 58.0% | 61.4%-3.4pp | 69.2%-11.2pp | 68.3%-10.3pp |
| Annual return | 7.19% | 18.70%-11.5pp | 30.53%-23.3pp | 40.90%-33.7pp |
| Employer contribution / active EE | $1,771 | $1,522+16.4% | $2,289-22.6% | $2,631-32.7% |
| Participant deferral / active EE | $2,974 | $3,099-4.0% | $4,084-27.2% | $4,212-29.4% |
| Admin fee / account holder | $1,796 | $6,514-72.4% | $8,777-79.5% | $7,344-75.5% |