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 | $71,437 | $81,233-12.1% | $155,567-54.1% | $80,874-11.7% |
| Participation rate | 24.6% | 66.2%-41.6pp | 78.2%-53.6pp | 67.6%-43.0pp |
| Annual return | 8.20% | 33.33%-25.1pp | 64.74%-56.5pp | 35.62%-27.4pp |
| Employer contribution / active EE | $3,404 | $3,101+9.8% | $4,674-27.2% | $2,756+23.5% |
| Participant deferral / active EE | $3,110 | $3,452-9.9% | $5,628-44.7% | $4,297-27.6% |
| Admin fee / account holder | $12,792 | $7,998+59.9% | $15,916-19.6% | $6,935+84.4% |