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 | $49,117 | $74,927-34.4% | $101,794-51.7% | $84,808-42.1% |
| Participation rate | 60.9% | 61.4%-0.5pp | 69.2%-8.3pp | 68.3%-7.4pp |
| Annual return | 9.38% | 18.70%-9.3pp | 30.53%-21.1pp | 40.90%-31.5pp |
| Employer contribution / active EE | $2,350 | $1,522+54.4% | $2,289+2.7% | $2,631-10.7% |
| Participant deferral / active EE | $3,914 | $3,099+26.3% | $4,084-4.2% | $4,212-7.1% |
| Admin fee / account holder | $7,626 | $6,514+17.1% | $8,777-13.1% | $7,344+3.8% |