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 | $38,055 | $95,803-60.3% | $113,168-66.4% | $84,808-55.1% |
| Participation rate | 59.2% | 72.9%-13.7pp | 76.6%-17.4pp | 68.3%-9.1pp |
| Annual return | 11.39% | 25.00%-13.6pp | 24.27%-12.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $840 | $2,360-64.4% | $2,975-71.8% | $2,631-68.1% |
| Participant deferral / active EE | $2,052 | $4,242-51.6% | $5,107-59.8% | $4,212-51.3% |
| Admin fee / account holder | $2,846 | $8,989-68.3% | $12,068-76.4% | $7,344-61.2% |