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 | $34,241 | $74,927-54.3% | $101,794-66.4% | $84,808-59.6% |
| Participation rate | 69.2% | 61.4%+7.8pp | 69.2%0pp | 68.3%+0.9pp |
| Annual return | 11.84% | 18.70%-6.9pp | 30.53%-18.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $762 | $1,522-50.0% | $2,289-66.7% | $2,631-71.1% |
| Participant deferral / active EE | $2,181 | $3,099-29.6% | $4,084-46.6% | $4,212-48.2% |
| Admin fee / account holder | $1,079 | $6,514-83.4% | $8,777-87.7% | $7,344-85.3% |