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 | $103,518 | $95,803+8.1% | $113,168-8.5% | $84,808+22.1% |
| Participation rate | 48.6% | 72.9%-24.3pp | 76.6%-28.0pp | 68.3%-19.7pp |
| Annual return | 8.80% | 25.00%-16.2pp | 24.27%-15.5pp | 40.90%-32.1pp |
| Employer contribution / active EE | $1,348 | $2,360-42.9% | $2,975-54.7% | $2,631-48.7% |
| Participant deferral / active EE | $3,203 | $4,242-24.5% | $5,107-37.3% | $4,212-24.0% |
| Admin fee / account holder | $8,588 | $8,989-4.5% | $12,068-28.8% | $7,344+16.9% |