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 | $31,556 | $61,605-48.8% | $112,229-71.9% | $75,163-58.0% |
| Participation rate | 54.0% | 61.7%-7.7pp | 72.4%-18.4pp | 67.2%-13.2pp |
| Annual return | 12.11% | 28.47%-16.4pp | 30.20%-18.1pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,800 | $2,015-10.7% | $3,430-47.5% | $2,670-32.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,798-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,395 | $4,862-71.3% | $7,748-82.0% | $5,651-75.3% |