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 | $71,123 | $58,851+20.9% | $115,157-38.2% | $72,985-2.6% |
| Participation rate | 51.4% | 65.5%-14.2pp | 75.9%-24.6pp | 69.5%-18.1pp |
| Annual return | 4.41% | 23.16%-18.7pp | 35.60%-31.2pp | 81.00%-76.6pp |
| Employer contribution / active EE | $1,259 | $1,798-30.0% | $3,179-60.4% | $2,440-48.4% |
| Participant deferral / active EE | $1,408 | $2,643-46.7% | $4,168-66.2% | $3,607-61.0% |
| Admin fee / account holder | $4,377 | $6,370-31.3% | $7,088-38.2% | $5,124-14.6% |