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 | $33,962 | $94,625-64.1% | $116,228-70.8% | $84,808-60.0% |
| Participation rate | 62.0% | 70.4%-8.4pp | 74.6%-12.6pp | 68.3%-6.3pp |
| Annual return | 9.72% | 20.40%-10.7pp | 90.06%-80.3pp | 40.90%-31.2pp |
| Employer contribution / active EE | $1,513 | $2,347-35.5% | $2,994-49.5% | $2,631-42.5% |
| Participant deferral / active EE | $2,511 | $3,972-36.8% | $4,953-49.3% | $4,212-40.4% |
| Admin fee / account holder | $5,340 | $10,091-47.1% | $11,989-55.5% | $7,344-27.3% |