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 | $53,507 | $83,477-35.9% | $125,175-57.3% | $72,985-26.7% |
| Participation rate | 46.8% | 73.3%-26.6pp | 79.8%-33.0pp | 69.5%-22.7pp |
| Annual return | 3.42% | 25.78%-22.4pp | 43.79%-40.4pp | 81.00%-77.6pp |
| Employer contribution / active EE | $1,023 | $2,345-56.4% | $3,865-73.5% | $2,440-58.1% |
| Participant deferral / active EE | $1,695 | $3,585-52.7% | $4,937-65.7% | $3,607-53.0% |
| Admin fee / account holder | $4,928 | $5,517-10.7% | $9,702-49.2% | $5,124-3.8% |