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 | $33,754 | $71,050-52.5% | $93,606-63.9% | $80,856-58.3% |
| Participation rate | 59.5% | 60.4%-0.9pp | 68.7%-9.2pp | 67.6%-8.1pp |
| Annual return | 7.95% | 11.26%-3.3pp | 133.20%-125.2pp | 35.59%-27.6pp |
| Employer contribution / active EE | $1,345 | $1,564-14.0% | $2,420-44.4% | $2,755-51.2% |
| Participant deferral / active EE | $2,807 | $4,034-30.4% | $4,411-36.4% | $4,296-34.6% |
| Admin fee / account holder | $4,102 | $6,945-40.9% | $8,285-50.5% | $6,918-40.7% |