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 3-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 | $33,109 | $86,929-61.9% | $102,423-67.7% | $80,856-59.1% |
| Participation rate | 37.3% | 72.4%-35.0pp | 76.5%-39.1pp | 67.6%-30.3pp |
| Annual return | 8.56% | 18.88%-10.3pp | 29.32%-20.8pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,366 | $2,369-42.3% | $3,023-54.8% | $2,755-50.4% |
| Participant deferral / active EE | $3,065 | $4,118-25.6% | $5,053-39.3% | $4,296-28.7% |
| Admin fee / account holder | $2,193 | $8,049-72.7% | $9,451-76.8% | $6,918-68.3% |