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 | $37,891 | $65,395-42.1% | $182,532-79.2% | $72,985-48.1% |
| Participation rate | 59.0% | 65.4%-6.5pp | 78.0%-19.0pp | 69.5%-10.5pp |
| Annual return | 13.30% | 27.68%-14.4pp | 148.54%-135.2pp | 81.00%-67.7pp |
| Employer contribution / active EE | $1,266 | $1,911-33.8% | $4,076-68.9% | $2,440-48.1% |
| Participant deferral / active EE | $2,268 | $3,563-36.3% | $5,524-58.9% | $3,607-37.1% |
| Admin fee / account holder | $1,579 | $4,245-62.8% | $8,592-81.6% | $5,124-69.2% |