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 | $44,324 | $72,277-38.7% | $101,248-56.2% | $79,858-44.5% |
| Participation rate | 39.1% | 68.5%-29.3pp | 75.8%-36.7pp | 69.6%-30.5pp |
| Annual return | 9.00% | 22.30%-13.3pp | 46.47%-37.5pp | 31.71%-22.7pp |
| Employer contribution / active EE | $988 | $2,692-63.3% | $3,660-73.0% | $2,471-60.0% |
| Participant deferral / active EE | $2,397 | $3,282-26.9% | $4,370-45.1% | $3,740-35.9% |
| Admin fee / account holder | $10,748 | $4,400+144.3% | $5,945+80.8% | $5,306+102.6% |