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 | $49,588 | $84,233-41.1% | $170,442-70.9% | $70,131-29.3% |
| Participation rate | 66.0% | 70.8%-4.8pp | 83.6%-17.6pp | 69.5%-3.5pp |
| Annual return | 12.08% | 23.06%-11.0pp | 205.93%-193.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,893 | $3,387-44.1% | $5,433-65.2% | $2,342-19.2% |
| Participant deferral / active EE | $3,167 | $3,086+2.6% | $4,939-35.9% | $3,332-4.9% |
| Admin fee / account holder | $7,521 | $5,698+32.0% | $13,880-45.8% | $4,645+61.9% |