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 | $38,321 | $106,749-64.1% | $145,433-73.7% | $82,448-53.5% |
| Participation rate | 62.2% | 75.6%-13.4pp | 82.1%-19.9pp | 68.1%-5.8pp |
| Annual return | 9.99% | 27.59%-17.6pp | 66.58%-56.6pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,629 | $3,444-52.7% | $4,554-64.2% | $2,551-36.1% |
| Participant deferral / active EE | $2,590 | $6,519-60.3% | $7,897-67.2% | $4,139-37.4% |
| Admin fee / account holder | $1,583 | $8,390-81.1% | $13,129-87.9% | $7,234-78.1% |