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 | $39,960 | $54,762-27.0% | $90,281-55.7% | $72,985-45.2% |
| Participation rate | 61.8% | 65.1%-3.4pp | 73.3%-11.5pp | 69.5%-7.7pp |
| Annual return | 13.36% | 30.63%-17.3pp | 78.10%-64.7pp | 81.00%-67.6pp |
| Employer contribution / active EE | $833 | $2,092-60.2% | $2,854-70.8% | $2,440-65.9% |
| Participant deferral / active EE | $3,035 | $2,887+5.1% | $3,885-21.9% | $3,607-15.9% |
| Admin fee / account holder | $6,492 | $3,972+63.4% | $5,351+21.3% | $5,124+26.7% |