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 | $49,304 | $58,512-15.7% | $84,015-41.3% | $72,985-32.4% |
| Participation rate | 38.8% | 61.2%-22.4pp | 69.0%-30.2pp | 69.5%-30.7pp |
| Annual return | 11.57% | 28.93%-17.4pp | 71.31%-59.7pp | 81.00%-69.4pp |
| Employer contribution / active EE | $310 | $1,163-73.4% | $1,983-84.4% | $2,440-87.3% |
| Participant deferral / active EE | $1,254 | $2,394-47.6% | $3,239-61.3% | $3,607-65.2% |
| Admin fee / account holder | $5,078 | $4,569+11.1% | $6,101-16.8% | $5,124-0.9% |