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 | $29,285 | $81,248-64.0% | $155,509-81.2% | $80,856-63.8% |
| Participation rate | 65.2% | 66.2%-1.0pp | 78.2%-13.0pp | 67.6%-2.4pp |
| Annual return | 10.03% | 33.31%-23.3pp | 64.67%-54.6pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,604 | $3,100-48.3% | $4,672-65.7% | $2,755-41.8% |
| Participant deferral / active EE | $3,603 | $3,452+4.4% | $5,626-36.0% | $4,296-16.1% |
| Admin fee / account holder | $1,080 | $7,997-86.5% | $15,912-93.2% | $6,918-84.4% |