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 | $100,436 | $83,477+20.3% | $125,175-19.8% | $72,985+37.6% |
| Participation rate | 54.9% | 73.3%-18.4pp | 79.8%-24.9pp | 69.5%-14.6pp |
| Annual return | 9.73% | 25.78%-16.0pp | 43.79%-34.1pp | 81.00%-71.3pp |
| Employer contribution / active EE | $1,142 | $2,345-51.3% | $3,865-70.4% | $2,440-53.2% |
| Participant deferral / active EE | $2,380 | $3,585-33.6% | $4,937-51.8% | $3,607-34.0% |
| Admin fee / account holder | $1,983 | $5,517-64.1% | $9,702-79.6% | $5,124-61.3% |