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 | $26,288 | $72,492-63.7% | $87,100-69.8% | $72,985-64.0% |
| Participation rate | 52.6% | 72.8%-20.2pp | 76.9%-24.3pp | 69.5%-16.9pp |
| Annual return | 12.51% | 24.46%-11.9pp | 28.19%-15.7pp | 81.00%-68.5pp |
| Employer contribution / active EE | $508 | $1,894-73.2% | $2,521-79.8% | $2,440-79.2% |
| Participant deferral / active EE | $1,948 | $3,270-40.4% | $4,049-51.9% | $3,607-46.0% |
| Admin fee / account holder | $1,302 | $5,055-74.2% | $7,497-82.6% | $5,124-74.6% |