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 | $42,305 | $95,453-55.7% | $112,040-62.2% | $82,448-48.7% |
| Participation rate | 61.1% | 72.8%-11.6pp | 76.5%-15.4pp | 68.1%-7.0pp |
| Annual return | 12.03% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,666 | $2,318-28.1% | $2,954-43.6% | $2,551-34.7% |
| Participant deferral / active EE | $3,485 | $4,224-17.5% | $5,098-31.6% | $4,139-15.8% |
| Admin fee / account holder | $4,466 | $9,013-50.5% | $12,098-63.1% | $7,234-38.3% |