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 | $29,161 | $81,248-64.1% | $155,509-81.2% | $80,856-63.9% |
| Participation rate | 48.0% | 66.2%-18.2pp | 78.2%-30.2pp | 67.6%-19.6pp |
| Annual return | 10.40% | 33.31%-22.9pp | 64.67%-54.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,382 | $3,100-55.4% | $4,672-70.4% | $2,755-49.8% |
| Participant deferral / active EE | $3,171 | $3,452-8.1% | $5,626-43.6% | $4,296-26.2% |
| Admin fee / account holder | $6,142 | $7,997-23.2% | $15,912-61.4% | $6,918-11.2% |