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 | $99,955 | $106,749-6.4% | $145,433-31.3% | $82,448+21.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 6.29% | 27.59%-21.3pp | 66.58%-60.3pp | 41.64%-35.3pp |
| Employer contribution / active EE | $1,486 | $3,444-56.9% | $4,554-67.4% | $2,551-41.8% |
| Participant deferral / active EE | $4,314 | $6,519-33.8% | $7,897-45.4% | $4,139+4.2% |
| Admin fee / account holder | $3,226 | $8,390-61.5% | $13,129-75.4% | $7,234-55.4% |