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 | $44,387 | $58,512-24.1% | $84,015-47.2% | $72,985-39.2% |
| Participation rate | 60.4% | 61.2%-0.8pp | 69.0%-8.6pp | 69.5%-9.1pp |
| Annual return | 4.86% | 28.93%-24.1pp | 71.31%-66.4pp | 81.00%-76.1pp |
| Employer contribution / active EE | $967 | $1,163-16.8% | $1,983-51.2% | $2,440-60.4% |
| Participant deferral / active EE | $2,152 | $2,394-10.1% | $3,239-33.5% | $3,607-40.3% |
| Admin fee / account holder | $723 | $4,569-84.2% | $6,101-88.1% | $5,124-85.9% |