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 | $41,528 | $73,981-43.9% | $105,722-60.7% | $62,891-34.0% |
| Participation rate | 69.5% | 71.7%-2.2pp | 78.9%-9.4pp | 69.3%+0.2pp |
| Annual return | 4.38% | 17.60%-13.2pp | 12.25%-7.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,916 | $2,856-32.9% | $4,079-53.0% | $2,281-16.0% |
| Participant deferral / active EE | $3,500 | $4,038-13.3% | $5,326-34.3% | $3,203+9.3% |
| Admin fee / account holder | $2,696 | $5,976-54.9% | $8,308-67.5% | $4,296-37.2% |