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 | $28,242 | $80,968-65.1% | $96,544-70.7% | $75,163-62.4% |
| Participation rate | 63.3% | 71.8%-8.5pp | 76.0%-12.7pp | 67.2%-3.9pp |
| Annual return | 11.02% | 27.06%-16.0pp | 25.84%-14.8pp | 160.62%-149.6pp |
| Employer contribution / active EE | $944 | $2,282-58.6% | $2,965-68.2% | $2,670-64.6% |
| Participant deferral / active EE | $2,790 | $3,928-29.0% | $4,851-42.5% | $4,125-32.4% |
| Admin fee / account holder | $6,135 | $6,724-8.8% | $8,252-25.7% | $5,651+8.6% |