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 | $44,254 | $74,927-40.9% | $101,794-56.5% | $84,808-47.8% |
| Participation rate | 65.9% | 61.4%+4.5pp | 69.2%-3.3pp | 68.3%-2.4pp |
| Annual return | 12.44% | 18.70%-6.3pp | 30.53%-18.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,148 | $1,522-24.6% | $2,289-49.8% | $2,631-56.4% |
| Participant deferral / active EE | $2,095 | $3,099-32.4% | $4,084-48.7% | $4,212-50.3% |
| Admin fee / account holder | $4,511 | $6,514-30.7% | $8,777-48.6% | $7,344-38.6% |