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 | $50,155 | $58,523-14.3% | $99,443-49.6% | $72,985-31.3% |
| Participation rate | 45.9% | 64.6%-18.7pp | 73.8%-27.9pp | 69.5%-23.5pp |
| Annual return | 14.41% | 28.51%-14.1pp | 30.72%-16.3pp | 81.00%-66.6pp |
| Employer contribution / active EE | $440 | $1,512-70.9% | $2,540-82.7% | $2,440-82.0% |
| Participant deferral / active EE | $1,253 | $2,606-51.9% | $3,619-65.4% | $3,607-65.3% |
| Admin fee / account holder | $371 | $4,102-91.0% | $6,250-94.1% | $5,124-92.8% |