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 | $44,631 | $86,929-48.7% | $102,423-56.4% | $80,856-44.8% |
| Participation rate | 58.1% | 72.4%-14.3pp | 76.5%-18.4pp | 67.6%-9.6pp |
| Annual return | 10.28% | 18.88%-8.6pp | 29.32%-19.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,534 | $2,369-35.2% | $3,023-49.3% | $2,755-44.3% |
| Participant deferral / active EE | $3,648 | $4,118-11.4% | $5,053-27.8% | $4,296-15.1% |
| Admin fee / account holder | $3,191 | $8,049-60.4% | $9,451-66.2% | $6,918-53.9% |