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 | $43,216 | $86,929-50.3% | $102,423-57.8% | $80,856-46.6% |
| Participation rate | 61.4% | 72.4%-11.0pp | 76.5%-15.1pp | 67.6%-6.3pp |
| Annual return | 10.04% | 18.88%-8.8pp | 29.32%-19.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,660 | $2,369-30.0% | $3,023-45.1% | $2,755-39.8% |
| Participant deferral / active EE | $3,966 | $4,118-3.7% | $5,053-21.5% | $4,296-7.7% |
| Admin fee / account holder | $2,514 | $8,049-68.8% | $9,451-73.4% | $6,918-63.7% |