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 | $55,327 | $65,365-15.4% | $92,893-40.4% | $72,985-24.2% |
| Participation rate | 52.8% | 68.3%-15.5pp | 76.0%-23.2pp | 69.5%-16.7pp |
| Annual return | 1.39% | 42.10%-40.7pp | 109.41%-108.0pp | 81.00%-79.6pp |
| Employer contribution / active EE | $1,508 | $2,594-41.9% | $3,653-58.7% | $2,440-38.2% |
| Participant deferral / active EE | $3,141 | $3,128+0.4% | $4,236-25.8% | $3,607-12.9% |
| Admin fee / account holder | $8,766 | $4,251+106.2% | $5,794+51.3% | $5,124+71.1% |