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 | $69,223 | $89,753-22.9% | $107,525-35.6% | $84,808-18.4% |
| Participation rate | 68.8% | 68.1%+0.7pp | 75.1%-6.3pp | 68.3%+0.4pp |
| Annual return | 11.26% | 29.48%-18.2pp | 181.32%-170.1pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,940 | $3,113-37.7% | $3,754-48.3% | $2,631-26.3% |
| Participant deferral / active EE | $3,511 | $4,056-13.5% | $5,116-31.4% | $4,212-16.6% |
| Admin fee / account holder | $4,122 | $7,222-42.9% | $8,919-53.8% | $7,344-43.9% |