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 | $62,080 | $181,894-65.9% | $156,549-60.3% | $273,961-77.3% |
| Participation rate | 64.7% | 88.4%-23.7pp | 84.0%-19.3pp | 83.0%-18.3pp |
| Annual return | 0.56% | 30.74%-30.2pp | 32.23%-31.7pp | 41.45%-40.9pp |
| Employer contribution / active EE | $2,121 | $6,248-66.1% | $5,501-61.4% | $4,869-56.4% |
| Participant deferral / active EE | $3,683 | $5,550-33.6% | $4,871-24.4% | $5,287-30.3% |
| Admin fee / account holder | $870 | $15,559-94.4% | $13,027-93.3% | $10,132-91.4% |