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 | $22,176 | $77,899-71.5% | $149,673-85.2% | $75,163-70.5% |
| Participation rate | 45.0% | 65.6%-20.6pp | 78.8%-33.8pp | 67.2%-22.2pp |
| Annual return | 7.48% | 31.72%-24.2pp | 134.42%-126.9pp | 160.62%-153.1pp |
| Employer contribution / active EE | $1,792 | $3,137-42.9% | $4,818-62.8% | $2,670-32.9% |
| Participant deferral / active EE | $3,615 | $3,411+6.0% | $5,680-36.4% | $4,125-12.4% |
| Admin fee / account holder | $1,518 | $5,956-74.5% | $13,210-88.5% | $5,651-73.1% |