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 | $44,905 | $64,348-30.2% | $90,160-50.2% | $70,131-36.0% |
| Participation rate | 67.7% | 70.4%-2.7pp | 76.9%-9.1pp | 69.5%-1.8pp |
| Annual return | 13.64% | 28.13%-14.5pp | 34.88%-21.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,249 | $2,046-38.9% | $3,318-62.3% | $2,342-46.7% |
| Participant deferral / active EE | $2,493 | $4,389-43.2% | $5,288-52.9% | $3,332-25.2% |
| Admin fee / account holder | $1,950 | $3,944-50.5% | $5,943-67.2% | $4,645-58.0% |