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 | $49,940 | $60,892-18.0% | $82,389-39.4% | $84,808-41.1% |
| Participation rate | 67.7% | 63.3%+4.5pp | 69.5%-1.8pp | 68.3%-0.6pp |
| Annual return | 12.09% | 37.29%-25.2pp | 28.67%-16.6pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,150 | $1,779-35.4% | $2,517-54.3% | $2,631-56.3% |
| Participant deferral / active EE | $3,385 | $3,179+6.5% | $4,155-18.5% | $4,212-19.6% |
| Admin fee / account holder | $15,775 | $5,467+188.5% | $7,231+118.2% | $7,344+114.8% |