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 | $69,436 | $72,277-3.9% | $101,248-31.4% | $79,858-13.1% |
| Participation rate | 52.5% | 68.5%-16.0pp | 75.8%-23.3pp | 69.6%-17.1pp |
| Annual return | 8.30% | 22.30%-14.0pp | 46.47%-38.2pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,037 | $2,692-61.5% | $3,660-71.7% | $2,471-58.0% |
| Participant deferral / active EE | $3,324 | $3,282+1.3% | $4,370-23.9% | $3,740-11.1% |
| Admin fee / account holder | $4,945 | $4,400+12.4% | $5,945-16.8% | $5,306-6.8% |