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 | $44,893 | $86,929-48.4% | $102,423-56.2% | $80,856-44.5% |
| Participation rate | 65.3% | 72.4%-7.1pp | 76.5%-11.2pp | 67.6%-2.3pp |
| Annual return | 9.19% | 18.88%-9.7pp | 29.32%-20.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,087 | $2,369-54.1% | $3,023-64.1% | $2,755-60.6% |
| Participant deferral / active EE | $2,465 | $4,118-40.2% | $5,053-51.2% | $4,296-42.6% |
| Admin fee / account holder | $589 | $8,049-92.7% | $9,451-93.8% | $6,918-91.5% |