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 | $42,761 | $53,777-20.5% | $134,143-68.1% | $79,858-46.5% |
| Participation rate | 40.0% | 58.8%-18.8pp | 72.2%-32.2pp | 69.6%-29.6pp |
| Annual return | 8.70% | 19.01%-10.3pp | 36.33%-27.6pp | 31.71%-23.0pp |
| Employer contribution / active EE | $681 | $1,321-48.4% | $3,704-81.6% | $2,471-72.4% |
| Participant deferral / active EE | $1,446 | $2,420-40.3% | $3,499-58.7% | $3,740-61.3% |
| Admin fee / account holder | $3,333 | $3,984-16.4% | $6,684-50.1% | $5,306-37.2% |