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 | $83,223 | $71,057+17.1% | $93,654-11.1% | $80,874+2.9% |
| Participation rate | 46.4% | 60.4%-14.0pp | 68.7%-22.3pp | 67.6%-21.2pp |
| Annual return | 9.84% | 11.26%-1.4pp | 133.34%-123.5pp | 35.62%-25.8pp |
| Employer contribution / active EE | $1,485 | $1,564-5.0% | $2,421-38.7% | $2,756-46.1% |
| Participant deferral / active EE | $2,648 | $4,034-34.4% | $4,413-40.0% | $4,297-38.4% |
| Admin fee / account holder | $2,769 | $6,944-60.1% | $8,282-66.6% | $6,935-60.1% |