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 | $32,858 | $56,897-42.2% | $84,750-61.2% | $62,891-47.8% |
| Participation rate | 56.7% | 68.5%-11.9pp | 76.6%-19.9pp | 69.3%-12.6pp |
| Annual return | 4.10% | 6.30%-2.2pp | 22.78%-18.7pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,479 | $2,400-38.4% | $3,574-58.6% | $2,281-35.2% |
| Participant deferral / active EE | $2,633 | $2,709-2.8% | $3,712-29.1% | $3,203-17.8% |
| Admin fee / account holder | $7,598 | $3,581+112.2% | $5,332+42.5% | $4,296+76.9% |