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 | $25,776 | $72,277-64.3% | $101,248-74.5% | $79,858-67.7% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 10.15% | 22.30%-12.1pp | 46.47%-36.3pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,460 | $2,692-45.8% | $3,660-60.1% | $2,471-40.9% |
| Participant deferral / active EE | $2,974 | $3,282-9.4% | $4,370-31.9% | $3,740-20.5% |
| Admin fee / account holder | $3,081 | $4,400-30.0% | $5,945-48.2% | $5,306-41.9% |