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 | $50,240 | $60,022-16.3% | $88,946-43.5% | $84,808-40.8% |
| Participation rate | 62.1% | 57.8%+4.2pp | 68.8%-6.8pp | 68.3%-6.2pp |
| Annual return | 12.86% | 22.43%-9.6pp | 57.82%-45.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,292 | $1,703-24.1% | $2,555-49.4% | $2,631-50.9% |
| Participant deferral / active EE | $6,080 | $3,114+95.3% | $4,581+32.7% | $4,212+44.4% |
| Admin fee / account holder | $8,828 | $4,811+83.5% | $8,261+6.9% | $7,344+20.2% |