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 | $40,153 | $74,927-46.4% | $101,794-60.6% | $84,808-52.7% |
| Participation rate | 56.0% | 61.4%-5.4pp | 69.2%-13.2pp | 68.3%-12.3pp |
| Annual return | 7.77% | 18.70%-10.9pp | 30.53%-22.8pp | 40.90%-33.1pp |
| Employer contribution / active EE | $1,123 | $1,522-26.2% | $2,289-50.9% | $2,631-57.3% |
| Participant deferral / active EE | $3,053 | $3,099-1.5% | $4,084-25.2% | $4,212-27.5% |
| Admin fee / account holder | $1,942 | $6,514-70.2% | $8,777-77.9% | $7,344-73.5% |