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 | $30,962 | $67,606-54.2% | $82,313-62.4% | $70,131-55.9% |
| Participation rate | 46.7% | 72.8%-26.1pp | 76.9%-30.2pp | 69.5%-22.9pp |
| Annual return | 9.62% | 21.57%-11.9pp | 25.88%-16.3pp | 73.14%-63.5pp |
| Employer contribution / active EE | $1,092 | $1,755-37.8% | $2,428-55.1% | $2,342-53.4% |
| Participant deferral / active EE | $1,968 | $2,987-34.1% | $3,706-46.9% | $3,332-40.9% |
| Admin fee / account holder | $6,272 | $4,512+39.0% | $5,608+11.8% | $4,645+35.0% |